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XY Planning Network’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

XY Planning Network’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 		$659K Buy
+12,931
New +$658K 0.08% 180

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

XY Planning Network's JMST Position: Q2 2026 in Review

XY Planning Network opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026: 12,931 shares worth $659K. The stake represents 0.08% of the portfolio and ranks #180 among its holdings.

202 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • XY Planning Network held 12,931 shares of JPMorgan Ultra-Short Municipal Income ETF worth $659K as of Q2 2026.
  • JPMorgan Ultra-Short Municipal Income ETF was a new XY Planning Network position in Q2 2026.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.08% of XY Planning Network's portfolio in Q2 2026, its #180 holding.
  • 202 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.