WCG Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

WCG Wealth Advisors’s Portfolio JMST Stock Details JMST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.5M	Sell	442,140 -83,818	-16%	-$4.27M	0.53%	53
2026 Q1	$26.8M	Buy	525,958 +32,908	+7%	+$1.68M	0.75%	35
2025 Q4	$25.1M	Buy	493,050 +356,972	+262%	+$18.2M	0.7%	38
2025 Q3	$6.95M	Sell	136,078 -40,384	-23%	-$2.06M	0.44%	67
2025 Q2	$8.99M	Buy	176,462 +56,607	+47%	+$2.87M	0.58%	47
2025 Q1	$6.09M	Sell	119,855 -17,213	-13%	-$875K	0.46%	69
2024 Q4	$6.95M	Buy	137,068 +466	+0.3%	+$23.7K	0.46%	73
2024 Q3	$6.96M	Sell	136,602 -8,809	-6%	-$448K	0.47%	71
2024 Q2	$7.38M	Sell	145,411 -12,953	-8%	-$656K	0.55%	58
2024 Q1	$8.04M	Sell	158,364 -54,240	-26%	-$2.75M	0.67%	46
2023 Q4	$10.8M	Sell	212,604 -25,720	-11%	-$1.3M	0.79%	41
2023 Q3	$12.7M	Buy	238,324 +21,654	+10%	+$1.09M	0.93%	31
2023 Q2	$11M	Buy	+216,670	New	+$11M	1.28%	25

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WCG Wealth Advisors's JMST Position: Q2 2026 in Review

WCG Wealth Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 16% in Q2 2026, selling an estimated $4.27M and leaving 442,140 shares worth $22.5M. The position accounts for 0.53% of the portfolio, ranked #53.

WCG Wealth Advisors first reported a position in JMST in Q2 2023 and has held it in 13 quarters since. The position peaked at $26.8M in Q1 2026. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

WCG Wealth Advisors held 442,140 shares of JPMorgan Ultra-Short Municipal Income ETF worth $22.5M as of Q2 2026.
WCG Wealth Advisors sold 83,818 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $4.27M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.53% of WCG Wealth Advisors's portfolio in Q2 2026, its #53 holding.
WCG Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2023 and has held it in 13 quarters since.
WCG Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $26.8M in Q1 2026.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.