Zacks Investment Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Zacks Investment Management’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	–	Sell	-5,709	Closed	-$291K	–	778
2026 Q1	$291K	Buy	5,709 +5	+0.1%	+$255	﹤0.01%	591
2025 Q4	$291K	Buy	5,704 +5	+0.1%	+$255	﹤0.01%	592
2025 Q3	$291K	Buy	5,699 +4	+0.1%	+$204	﹤0.01%	585
2025 Q2	$290K	Buy	5,695 +5	+0.1%	+$254	﹤0.01%	552
2025 Q1	$289K	Buy	5,690 +5	+0.1%	+$254	﹤0.01%	556
2024 Q4	$288K	Buy	5,685 +6	+0.1%	+$305	﹤0.01%	554
2024 Q3	$289K	Hold	5,679	–	–	﹤0.01%	561
2024 Q2	$288K	Hold	5,679	–	–	﹤0.01%	513
2024 Q1	$288K	Buy	+5,679	New	+$288K	﹤0.01%	549

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

Zacks Investment Management's JMST Position: Q2 2026 in Review

Zacks Investment Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026, closing a stake of 5,709 shares — an estimated $291K sold.

Zacks Investment Management first reported a position in JMST in Q1 2024 and held it in 9 quarters. The position peaked at $291K in Q1 2026. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Zacks Investment Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
Zacks Investment Management sold 5,709 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $291K.
Zacks Investment Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and held it in 9 quarters.
Zacks Investment Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $291K in Q1 2026.
563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.