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YHB Investment Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

YHB Investment 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 		$8.44M Buy
165,574
+41,202
+33% +$2.1M 0.54% 50
2026
Q1 		$6.34M Buy
124,372
+8,404
+7% +$429K 0.45% 63
2025
Q4 		$5.91M Buy
115,968
+10,086
+10% +$514K 0.41% 67
2025
Q3 		$5.4M Buy
105,882
+6,007
+6% +$306K 0.4% 65
2025
Q2 		$5.09M Sell
99,875
-5,067
-5% -$257K 0.39% 69
2025
Q1 		$5.34M Buy
104,942
+17,404
+20% +$884K 0.45% 60
2024
Q4 		$4.44M Buy
87,538
+24,496
+39% +$1.24M 0.36% 71
2024
Q3 		$3.21M Buy
63,042
+15,206
+32% +$773K 0.27% 89
2024
Q2 		$2.43M Buy
47,836
+5,640
+13% +$286K 0.21% 101
2024
Q1 		$2.14M Buy
42,196
+206
+0.5% +$10.4K 0.19% 111
2023
Q4 		$2.13M Sell
41,990
-17,926
-30% -$906K 0.21% 105
2023
Q3 		$3.02M Sell
59,916
-9,705
-14% -$491K 0.28% 91
2023
Q2 		$3.53M Buy
69,621
+4,076
+6% +$206K 0.33% 83
2023
Q1 		$3.33M Sell
65,545
-5,667
-8% -$287K 0.33% 82
2022
Q4 		$3.6M Sell
71,212
-10,853
-13% -$547K 0.38% 73
2022
Q3 		$4.13M Sell
82,065
-13,918
-15% -$703K 0.46% 62
2022
Q2 		$4.86M Buy
95,983
+15,883
+20% +$803K 0.51% 58
2022
Q1 		$4.06M Buy
80,100
+26,910
+51% +$1.37M 0.36% 75
2021
Q4 		$2.72M Buy
53,190
+12,780
+32% +$652K 0.22% 106
2021
Q3 		$2.06M Buy
40,410
+4,035
+11% +$206K 0.18% 118
2021
Q2 		$1.86M Sell
36,375
-7,205
-17% -$368K 0.16% 127
2021
Q1 		$2.23M Buy
43,580
+10,125
+30% +$517K 0.19% 114
2020
Q4 		$1.71M Buy
33,455
+4,745
+17% +$242K 0.16% 125
2020
Q3 		$1.46M Buy
+28,710
New +$1.46M 0.16% 122

Other funds holding JMST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

YHB Investment Advisors's JMST Position: Q2 2026 in Review

YHB Investment Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 33% in Q2 2026, buying an estimated $2.1M and bringing the position to 165,574 shares worth $8.44M. The position accounts for 0.54% of the portfolio, ranked #50.

YHB Investment Advisors first reported a position in JMST in Q3 2020 and has held it in 24 quarters since. 252 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • YHB Investment Advisors held 165,574 shares of JPMorgan Ultra-Short Municipal Income ETF worth $8.44M as of Q2 2026.
  • YHB Investment Advisors bought 41,202 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $2.1M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.54% of YHB Investment Advisors's portfolio in Q2 2026, its #50 holding.
  • YHB Investment Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2020 and has held it in 24 quarters since.
  • 252 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.