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Yarger Wealth Strategies’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Yarger Wealth Strategies’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 		$308K Sell
6,056
-3,111
-34% -$158K 0.11% 105
2026
Q1 		$467K Sell
9,167
-13,322
-59% -$680K 0.19% 80
2025
Q4 		$1.15M Sell
22,489
-2,876
-11% -$147K 0.49% 40
2025
Q3 		$1.29M Sell
25,365
-5,986
-19% -$305K 0.59% 37
2025
Q2 		$1.6M Buy
31,351
+14,911
+91% +$757K 0.83% 33
2025
Q1 		$836K Buy
16,440
+303
+2% +$15.4K 0.49% 40
2024
Q4 		$818K Buy
16,137
+10,013
+164% +$509K 0.47% 38
2024
Q3 		$312K Sell
6,124
-349
-5% -$17.7K 0.17% 68
2024
Q2 		$328K Buy
6,473
+452
+8% +$22.9K 0.2% 63
2024
Q1 		$306K Buy
+6,021
New +$305K 0.21% 59
2023
Q4 		– Sell
-7,775
Closed -$392K – 66
2023
Q3 		$392K Sell
7,775
-3,247
-29% -$164K 0.33% 42
2023
Q2 		$558K Sell
11,022
-9,091
-45% -$460K 0.5% 33
2023
Q1 		$1.02M Buy
20,113
+121
+0.6% +$6.13K 1.12% 22
2022
Q4 		$1.01M Sell
19,992
-11,986
-37% -$604K 1.25% 18
2022
Q3 		$1.61M Buy
31,978
+225
+0.7% +$11.4K 2.13% 15
2022
Q2 		$1.61M Buy
31,753
+1,715
+6% +$86.7K 2.08% 15
2022
Q1 		$1.52M Buy
30,038
+467
+2% +$23.7K 1.98% 13
2021
Q4 		$1.51M Buy
+29,571
New +$1.51M 1.63% 15

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

Yarger Wealth Strategies's JMST Position: Q2 2026 in Review

Yarger Wealth Strategies reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 34% in Q2 2026, selling an estimated $158K and leaving 6,056 shares worth $308K. The position accounts for 0.11% of the portfolio, ranked #105.

Yarger Wealth Strategies first reported a position in JMST in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.61M in Q3 2022. 118 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Yarger Wealth Strategies held 6,056 shares of JPMorgan Ultra-Short Municipal Income ETF worth $308K as of Q2 2026.
  • Yarger Wealth Strategies sold 3,111 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $158K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.11% of Yarger Wealth Strategies's portfolio in Q2 2026, its #105 holding.
  • Yarger Wealth Strategies first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 18 quarters since.
  • Yarger Wealth Strategies's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.61M in Q3 2022.
  • 118 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.