WAP
JMST icon

Wealthcare Advisory Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Wealthcare Advisory Partners’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 		$3.03M Sell
59,474
-57,756
-49% -$2.94M 0.06% 266
2026
Q1 		$5.98M Buy
117,230
+4,299
+4% +$219K 0.12% 158
2025
Q4 		$5.75M Buy
112,931
+28,498
+34% +$1.45M 0.11% 159
2025
Q3 		$4.31M Sell
84,433
-31,721
-27% -$1.62M 0.09% 190
2025
Q2 		$5.91M Buy
116,154
+52,996
+84% +$2.69M 0.13% 137
2025
Q1 		$3.21M Buy
63,158
+6,293
+11% +$320K 0.09% 203
2024
Q4 		$2.88M Buy
56,865
+3,727
+7% +$189K 0.08% 211
2024
Q3 		$2.71M Buy
53,138
+4,866
+10% +$247K 0.08% 217
2024
Q2 		$2.45M Buy
48,272
+12,517
+35% +$634K 0.08% 211
2024
Q1 		$1.81M Buy
35,755
+4,037
+13% +$205K 0.06% 249
2023
Q4 		$1.61M Buy
31,718
+4,612
+17% +$233K 0.06% 233
2023
Q3 		$1.37M Buy
27,106
+6,471
+31% +$327K 0.06% 229
2023
Q2 		$1.05M Buy
20,635
+1,994
+11% +$101K 0.05% 277
2023
Q1 		$947K Buy
18,641
+2,172
+13% +$110K 0.04% 306
2022
Q4 		$832K Buy
+16,469
New +$831K 0.04% 310

Other funds holding JMST

WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Wealthcare Advisory Partners's JMST Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 49% in Q2 2026, selling an estimated $2.94M and leaving 59,474 shares worth $3.03M. The position accounts for 0.06% of the portfolio, ranked #266.

Wealthcare Advisory Partners first reported a position in JMST in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.98M in Q1 2026. 138 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Wealthcare Advisory Partners held 59,474 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.03M as of Q2 2026.
  • Wealthcare Advisory Partners sold 57,756 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $2.94M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.06% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #266 holding.
  • Wealthcare Advisory Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Wealthcare Advisory Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $5.98M in Q1 2026.
  • 138 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.