Able Wealth Management
JMST icon

Able Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Able Wealth 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
Q3 		$2.86M Sell
56,511
-31,780
-36% -$1.62M 0.63% 35
2026
Q2 		$4.5M Sell
88,291
-25,260
-22% -$1.29M 1.03% 28
2026
Q1 		$5.79M Buy
113,551
+17,084
+18% +$872K 1.55% 21
2025
Q4 		$4.91M Buy
96,467
+31,840
+49% +$1.62M 1.55% 22
2025
Q3 		$3.3M Buy
64,627
+26,206
+68% +$1.34M 1.24% 24
2025
Q2 		$1.96M Buy
38,421
+7,501
+24% +$381K 0.99% 28
2025
Q1 		$1.57M Buy
30,920
+3,858
+14% +$196K 0.93% 31
2024
Q4 		$1.37M Buy
27,062
+4,319
+19% +$219K 0.9% 28
2024
Q3 		$1.16M Sell
22,743
-3,547
-13% -$180K 0.88% 27
2024
Q2 		$1.33M Sell
26,290
-4,805
-15% -$243K 1.1% 20
2024
Q1 		$1.58M Buy
31,095
+4,160
+15% +$211K 1.38% 16
2023
Q4 		$1.37M Buy
+26,935
New +$1.36M 1.24% 17

Other funds holding JMST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $184M AUM 13.59% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Able Wealth Management's JMST Position: Q3 2026 in Review

Able Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 36% in Q3 2026, selling an estimated $1.62M and leaving 56,511 shares worth $2.86M. The position accounts for 0.63% of the portfolio, ranked #35.

Able Wealth Management first reported a position in JMST in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.79M in Q1 2026. 212 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Able Wealth Management held 56,511 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.86M as of Q3 2026.
  • Able Wealth Management sold 31,780 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $1.62M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.63% of Able Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Able Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 12 quarters since.
  • Able Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $5.79M in Q1 2026.
  • 212 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.