Weaver Consulting Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Weaver Consulting Group’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	–	Sell	-4,650	Closed	-$237K	–	302
2026 Q1	$237K	Hold	4,650	–	–	0.06%	249
2025 Q4	$237K	Sell	4,650 -1,250	-21%	-$63.7K	0.06%	246
2025 Q3	$301K	Buy	5,900 +300	+5%	+$15.3K	0.08%	188
2025 Q2	$285K	Buy	+5,600	New	+$284K	0.08%	179
2025 Q1	–	Sell	-5,650	Closed	-$287K	–	228
2024 Q4	$287K	Buy	5,650 +480	+9%	+$24.4K	0.09%	163
2024 Q3	$263K	Buy	+5,170	New	+$263K	0.08%	180

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

Weaver Consulting Group's JMST Position: Q2 2026 in Review

Weaver Consulting Group sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026, closing a stake of 4,650 shares — an estimated $237K sold.

Weaver Consulting Group first reported a position in JMST in Q3 2024 and held it in 6 quarters. The position peaked at $301K in Q3 2025. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Weaver Consulting Group reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
Weaver Consulting Group sold 4,650 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $237K.
Weaver Consulting Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and held it in 6 quarters.
Weaver Consulting Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $301K in Q3 2025.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.