WealthBridge Capital Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

WealthBridge Capital Management’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	$1.85M	Buy	36,211 +1,083	+3%	+$55.1K	0.37%	55
2026 Q1	$1.79M	Buy	35,128 +4,684	+15%	+$239K	0.41%	52
2025 Q4	$1.55M	Buy	30,444 +550	+2%	+$28K	0.35%	60
2025 Q3	$1.53M	Buy	29,894 +566	+2%	+$28.8K	0.36%	58
2025 Q2	$1.49M	Buy	29,328 +7,676	+35%	+$390K	0.38%	57
2025 Q1	$1.1M	Buy	21,652 +2,366	+12%	+$120K	0.31%	63
2024 Q4	$978K	Buy	19,286 +2,470	+15%	+$125K	0.27%	70
2024 Q3	$857K	Buy	16,816 +7,015	+72%	+$357K	0.24%	76
2024 Q2	$497K	Buy	9,801 +66	+0.7%	+$3.34K	0.16%	100
2024 Q1	$494K	Sell	9,735 -515	-5%	-$26.1K	0.17%	98
2023 Q4	$520K	Sell	10,250 -697	-6%	-$35.2K	0.19%	87
2023 Q3	$552K	Sell	10,947 -2,130	-16%	-$108K	0.23%	83
2023 Q2	$662K	Sell	13,077 -55	-0.4%	-$2.78K	0.26%	71
2023 Q1	$667K	Buy	13,132 +95	+0.7%	+$4.81K	0.27%	76
2022 Q4	$659K	Sell	13,037 -198	-1%	-$9.98K	0.28%	73
2022 Q3	$670K	Hold	13,235	–	–	0.29%	76
2022 Q2	$670K	Buy	13,235 +8,363	+172%	+$423K	0.29%	76
2022 Q1	$247K	Buy	+4,872	New	+$247K	0.09%	160

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

WealthBridge Capital Management's JMST Position: Q2 2026 in Review

WealthBridge Capital Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 3.1% in Q2 2026, buying an estimated $55.1K and bringing the position to 36,211 shares worth $1.85M. The position accounts for 0.37% of the portfolio, ranked #55.

WealthBridge Capital Management first reported a position in JMST in Q1 2022 and has held it in 18 quarters since. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

WealthBridge Capital Management held 36,211 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.85M as of Q2 2026.
WealthBridge Capital Management bought 1,083 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $55.1K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.37% of WealthBridge Capital Management's portfolio in Q2 2026, its #55 holding.
WealthBridge Capital Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and has held it in 18 quarters since.
563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.