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WealthCare Investment Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

WealthCare Investment 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 		$368K Sell
7,212
-3
-0% -$153 0.09% 149
2026
Q1 		$368K Sell
7,215
-368
-5% -$18.8K 0.1% 138
2025
Q4 		$386K Sell
7,583
-485
-6% -$24.7K 0.11% 131
2025
Q3 		$411K Sell
8,068
-630
-7% -$32.1K 0.13% 120
2025
Q2 		$442K Sell
8,698
-878
-9% -$44.6K 0.16% 113
2025
Q1 		$485K Sell
9,576
-1,739
-15% -$88.4K 0.21% 91
2024
Q4 		$574K Sell
11,315
-4,171
-27% -$212K 0.25% 83
2024
Q3 		$787K Buy
15,486
+317
+2% +$16.1K 0.34% 68
2024
Q2 		$770K Buy
15,169
+3,490
+30% +$177K 0.36% 70
2024
Q1 		$593K Buy
11,679
+6,266
+116% +$318K 0.29% 71
2023
Q4 		$275K Sell
5,413
-16
-0.3% -$809 0.15% 103
2023
Q3 		$273K Sell
5,429
-1,428
-21% -$72.2K 0.17% 93
2023
Q2 		$346K Sell
6,857
-49,294
-88% -$2.5M 0.21% 83
2023
Q1 		$2.85M Buy
56,151
+880
+2% +$44.6K 1.73% 14
2022
Q4 		$2.79M Buy
55,271
+22,168
+67% +$1.12M 1.9% 13
2022
Q3 		$1.67M Sell
33,103
-497
-1% -$25.1K 1.38% 17
2022
Q2 		$1.7M Buy
+33,600
New +$1.7M 1.46% 15

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthCare Investment Partners's JMST Position: Q2 2026 in Review

WealthCare Investment Partners reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.04% in Q2 2026, selling an estimated $153 and leaving 7,212 shares worth $368K. The position accounts for 0.09% of the portfolio, ranked #149.

WealthCare Investment Partners first reported a position in JMST in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.85M in Q1 2023. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • WealthCare Investment Partners held 7,212 shares of JPMorgan Ultra-Short Municipal Income ETF worth $368K as of Q2 2026.
  • WealthCare Investment Partners sold 3 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $153.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.09% of WealthCare Investment Partners's portfolio in Q2 2026, its #149 holding.
  • WealthCare Investment Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and has held it in 17 quarters since.
  • WealthCare Investment Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.85M in Q1 2023.
  • 563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.