Whitegate Investment Counselors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Whitegate Investment Counselors’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	$8.39M	Sell	164,442 -9,565	-5%	-$487K	2.39%	15
2026 Q1	$8.87M	Sell	174,007 -6,763	-4%	-$345K	2.82%	12
2025 Q4	$9.21M	Buy	180,770 +35,565	+24%	+$1.81M	2.88%	12
2025 Q3	$7.41M	Buy	145,205 +7,855	+6%	+$400K	2.44%	15
2025 Q2	$6.99M	Buy	137,350 +51,135	+59%	+$2.6M	2.37%	15
2025 Q1	$4.38M	Buy	86,215 +2,950	+4%	+$150K	1.56%	18
2024 Q4	$4.22M	Buy	83,265 +51,660	+163%	+$2.62M	1.45%	19
2024 Q3	$1.61M	Buy	+31,605	New	+$1.61M	0.43%	32
2021 Q4	–	Sell	-69,210	Closed	-$3.54M	–	135
2021 Q3	$3.54M	Buy	69,210 +7,150	+12%	+$365K	0.5%	56
2021 Q2	$3.17M	Buy	62,060 +15,800	+34%	+$807K	0.45%	63
2021 Q1	$2.36M	Buy	+46,260	New	+$2.36M	0.36%	73

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

Whitegate Investment Counselors's JMST Position: Q2 2026 in Review

Whitegate Investment Counselors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 5.5% in Q2 2026, selling an estimated $487K and leaving 164,442 shares worth $8.39M. The position accounts for 2.39% of the portfolio, ranked #15.

Whitegate Investment Counselors first reported a position in JMST in Q1 2021 and has held it in 11 quarters since. The position peaked at $9.21M in Q4 2025. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Whitegate Investment Counselors held 164,442 shares of JPMorgan Ultra-Short Municipal Income ETF worth $8.39M as of Q2 2026.
Whitegate Investment Counselors sold 9,565 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $487K.
JPMorgan Ultra-Short Municipal Income ETF made up 2.39% of Whitegate Investment Counselors's portfolio in Q2 2026, its #15 holding.
Whitegate Investment Counselors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and has held it in 11 quarters since.
Whitegate Investment Counselors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $9.21M in Q4 2025.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

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