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Websterrogers Financial Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Websterrogers Financial Advisors’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 		$6.39M Sell
125,377
-354
-0.3% -$18K 1.64% 22
2026
Q1 		$6.41M Buy
125,731
+1,148
+0.9% +$58.6K 1.83% 21
2025
Q4 		$6.35M Buy
124,583
+4,717
+4% +$240K 1.84% 21
2025
Q3 		$6.12M Buy
119,866
+454
+0.4% +$23.1K 1.83% 21
2025
Q2 		$6.08M Sell
119,412
-3,454
-3% -$175K 1.93% 20
2025
Q1 		$6.25M Sell
122,866
-989
-0.8% -$50.3K 2.13% 20
2024
Q4 		$6.28M Sell
123,855
-496
-0.4% -$25.2K 2.18% 18
2024
Q3 		$6.33M Sell
124,351
-4,513
-4% -$229K 2.22% 17
2024
Q2 		$6.54M Buy
128,864
+3,811
+3% +$193K 2.33% 16
2024
Q1 		$6.35M Buy
125,053
+14,922
+14% +$757K 2.26% 15
2023
Q4 		$5.59M Sell
110,131
-31,221
-22% -$1.58M 2.33% 16
2023
Q3 		$7.13M Sell
141,352
-3,760
-3% -$190K 3.14% 12
2023
Q2 		$7.35M Sell
145,112
-5,819
-4% -$295K 3.2% 11
2023
Q1 		$7.67M Sell
150,931
-21,137
-12% -$1.07M 3.53% 11
2022
Q4 		$8.7M Sell
172,068
-2,748
-2% -$139K 4.21% 7
2022
Q3 		$8.79M Sell
174,816
-8,351
-5% -$422K 4.62% 6
2022
Q2 		$9.28M Buy
183,167
+106,189
+138% +$5.37M 4.53% 6
2022
Q1 		$3.9M Buy
+76,978
New +$3.91M 1.99% 11

Other funds holding JMST

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Websterrogers Financial Advisors's JMST Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.28% in Q2 2026, selling an estimated $18K and leaving 125,377 shares worth $6.39M. The position accounts for 1.64% of the portfolio, ranked #22.

Websterrogers Financial Advisors first reported a position in JMST in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.28M in Q2 2022. 118 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Websterrogers Financial Advisors held 125,377 shares of JPMorgan Ultra-Short Municipal Income ETF worth $6.39M as of Q2 2026.
  • Websterrogers Financial Advisors sold 354 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $18K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 1.64% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Websterrogers Financial Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and has held it in 18 quarters since.
  • Websterrogers Financial Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $9.28M in Q2 2022.
  • 118 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.