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Advisor OS’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Advisor OS’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
2025
Q3 		– Sell
-454,766
Closed -$23.2M – 496
2025
Q2 		$23.2M Buy
454,766
+82,267
+22% +$4.18M 2.28% 9
2025
Q1 		$18.9M Buy
372,499
+14,730
+4% +$749K 2.16% 9
2024
Q4 		$18.1M Sell
357,769
-21,869
-6% -$1.11M 2.1% 10
2024
Q3 		$19.3M Buy
379,638
+18,289
+5% +$930K 1.93% 10
2024
Q2 		$18.3M Buy
361,349
+46,175
+15% +$2.34M 2.01% 8
2024
Q1 		$16M Buy
315,174
+23,512
+8% +$1.19M 1.84% 9
2023
Q4 		$14.8M Buy
291,662
+62,003
+27% +$3.14M 1.93% 10
2023
Q3 		$11.6M Buy
229,659
+111,273
+94% +$5.62M 1.74% 12
2023
Q2 		$6M Buy
118,386
+95,061
+408% +$4.81M 0.98% 21
2023
Q1 		$1.18M Buy
23,325
+8,994
+63% +$455K 0.28% 91
2022
Q4 		$724K Buy
14,331
+10,150
+243% +$512K 0.19% 119
2022
Q3 		$210K Sell
4,181
-38
-0.9% -$1.92K 0.06% 191
2022
Q2 		$214K Sell
4,219
-6,188
-59% -$313K 0.06% 196
2022
Q1 		$527K Buy
+10,407
New +$529K 0.15% 143

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisor OS's JMST Position: Q3 2025 in Review

Advisor OS sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2025, closing a stake of 454,766 shares — an estimated $23.2M sold.

Advisor OS first reported a position in JMST in Q1 2022 and held it in 14 quarters. The position peaked at $23.2M in Q2 2025. 499 funds tracked by Wall St. Rank hold JMST as of Q3 2025.

  • Advisor OS reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
  • Advisor OS sold 454,766 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2025, an estimated $23.2M.
  • Advisor OS first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and held it in 14 quarters.
  • Advisor OS's JPMorgan Ultra-Short Municipal Income ETF position peaked at $23.2M in Q2 2025.
  • 499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2025.

Based on Advisor OS's 13F filing for Q3 2025, filed 12 Nov 2025.