Wealth Enhancement Advisory Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Wealth Enhancement Advisory Services’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	$26.7M	Buy	524,263 +130,421	+33%	+$6.64M	0.04%	353
2026 Q1	$20.1M	Sell	393,842 -874,889	-69%	-$44.7M	0.04%	398
2025 Q4	$64.7M	Buy	1,268,731 +198,260	+19%	+$10.1M	0.09%	214
2025 Q3	$54.5M	Buy	1,070,471 +287,650	+37%	+$14.7M	0.08%	229
2025 Q2	$39.8M	Buy	782,821 +479,460	+158%	+$24.3M	0.07%	268
2025 Q1	$15.4M	Sell	303,361 -13,456	-4%	-$684K	0.03%	471
2024 Q4	$16.1M	Buy	316,817 +215,889	+214%	+$11M	0.03%	426
2024 Q3	$5.14M	Buy	100,928 +812	+0.8%	+$41.3K	0.01%	712
2024 Q2	$5.08M	Buy	100,116 +20,274	+25%	+$1.03M	0.01%	684
2024 Q1	$4.05M	Sell	79,842 -27,661	-26%	-$1.4M	0.01%	722
2023 Q4	$5.45M	Buy	107,503 +4,193	+4%	+$212K	0.02%	589
2023 Q3	$5.21M	Buy	+103,310	New	+$5.22M	0.02%	570
2023 Q2	–	Sell	-17,067	Closed	-$867K	–	545
2023 Q1	$867K	Buy	+17,067	New	+$864K	0.01%	320
2022 Q1	–	Sell	-9,000	Closed	-$457K	–	319
2021 Q4	$457K	Hold	9,000	–	–	0.01%	255
2021 Q3	$459K	Hold	9,000	–	–	0.01%	255
2021 Q2	$460K	Buy	+9,000	New	+$460K	0.01%	240

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

Wealth Enhancement Advisory Services's JMST Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 33% in Q2 2026, buying an estimated $6.64M and bringing the position to 524,263 shares worth $26.7M. The position accounts for 0.04% of the portfolio, ranked #353.

Wealth Enhancement Advisory Services first reported a position in JMST in Q2 2021 and has held it in 16 quarters since. The position peaked at $64.7M in Q4 2025. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Wealth Enhancement Advisory Services held 524,263 shares of JPMorgan Ultra-Short Municipal Income ETF worth $26.7M as of Q2 2026.
Wealth Enhancement Advisory Services bought 130,421 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $6.64M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #353 holding.
Wealth Enhancement Advisory Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2021 and has held it in 16 quarters since.
Wealth Enhancement Advisory Services's JPMorgan Ultra-Short Municipal Income ETF position peaked at $64.7M in Q4 2025.
561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.