ZWJ Investment Counsel’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

ZWJ Investment Counsel’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	$1.89M	Sell	36,995 -45,638	-55%	-$2.32M	0.06%	110
2026 Q1	$4.21M	Buy	82,633 +7,354	+10%	+$375K	0.15%	73
2025 Q4	$3.83M	Buy	75,279 +36,608	+95%	+$1.86M	0.14%	73
2025 Q3	$1.97M	Buy	38,671 +14,520	+60%	+$740K	0.07%	96
2025 Q2	$1.23M	Sell	24,151 -7,864	-25%	-$399K	0.05%	107
2025 Q1	$1.63M	Sell	32,015 -5,795	-15%	-$294K	0.07%	103
2024 Q4	$1.92M	Sell	37,810 -941	-2%	-$47.8K	0.08%	95
2024 Q3	$1.97M	Sell	38,751 -3,177	-8%	-$161K	0.08%	94
2024 Q2	$2.13M	Sell	41,928 -37,647	-47%	-$1.91M	0.09%	87
2024 Q1	$4.04M	Sell	79,575 -15,436	-16%	-$783K	0.18%	69
2023 Q4	$4.82M	Sell	95,011 -4,452	-4%	-$225K	0.25%	64
2023 Q3	$5.02M	Sell	99,463 -10,400	-9%	-$526K	0.28%	59
2023 Q2	$5.56M	Buy	+109,863	New	+$5.56M	0.29%	60

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

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

ZWJ Investment Counsel's JMST Position: Q2 2026 in Review

ZWJ Investment Counsel reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 55% in Q2 2026, selling an estimated $2.32M and leaving 36,995 shares worth $1.89M. The position accounts for 0.06% of the portfolio, ranked #110.

ZWJ Investment Counsel first reported a position in JMST in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.56M in Q2 2023. 202 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

ZWJ Investment Counsel held 36,995 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.89M as of Q2 2026.
ZWJ Investment Counsel sold 45,638 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $2.32M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.06% of ZWJ Investment Counsel's portfolio in Q2 2026, its #110 holding.
ZWJ Investment Counsel first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2023 and has held it in 13 quarters since.
ZWJ Investment Counsel's JPMorgan Ultra-Short Municipal Income ETF position peaked at $5.56M in Q2 2023.
202 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.