Aletheian Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Aletheian Wealth 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 Q3	$575K	Buy	11,376 +476	+4%	+$24.2K	0.23%	59
2026 Q2	$556K	Buy	10,900 +168	+2%	+$8.55K	0.24%	62
2026 Q1	$547K	Buy	+10,732	New	+$548K	0.27%	54
2025 Q3	$627K	Buy	12,290 +50	+0.4%	+$2.55K	0.29%	52
2025 Q2	$623K	Buy	12,240 +6,667	+120%	+$338K	0.31%	51
2025 Q1	$283K	Buy	5,573 +766	+16%	+$38.9K	0.16%	72
2024 Q4	$244K	Buy	4,807 +844	+21%	+$42.9K	0.14%	69
2024 Q3	$202K	Sell	3,963 -43	-1%	-$2.19K	0.12%	78
2024 Q2	$203K	Sell	4,006 -10	-0.2%	-$507	0.11%	82
2024 Q1	$204K	Buy	+4,016	New	+$204K	0.11%	78
2023 Q3	–	Sell	-4,970	Closed	-$252K	–	78
2023 Q2	$252K	Sell	4,970 -61	-1%	-$3.09K	0.17%	73
2023 Q1	$256K	Buy	+5,031	New	+$255K	0.23%	55

Other funds holding JMST

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Aletheian Wealth Advisors's JMST Position: Q3 2026 in Review

Aletheian Wealth Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 4.4% in Q3 2026, buying an estimated $24.2K and bringing the position to 11,376 shares worth $575K. The position accounts for 0.23% of the portfolio, ranked #59.

Aletheian Wealth Advisors first reported a position in JMST in Q1 2023 and has held it in 12 quarters since. The position peaked at $627K in Q3 2025. 31 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Aletheian Wealth Advisors held 11,376 shares of JPMorgan Ultra-Short Municipal Income ETF worth $575K as of Q3 2026.
Aletheian Wealth Advisors bought 476 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $24.2K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.23% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #59 holding.
Aletheian Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and has held it in 12 quarters since.
Aletheian Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $627K in Q3 2025.
31 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.