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

Amplius 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	$621K	Buy	12,288 +3,916	+47%	+$199K	0.04%	120
2026 Q2	$427K	Buy	8,372 +1,893	+29%	+$96.4K	0.03%	142
2026 Q1	$330K	Sell	6,479 -2,242	-26%	-$114K	0.03%	138
2025 Q4	$444K	Buy	8,721 +452	+5%	+$23K	0.04%	114
2025 Q3	$422K	Buy	8,269 +2,196	+36%	+$112K	0.04%	122
2025 Q2	$309K	Buy	+6,073	New	+$308K	0.03%	152
2023 Q1	–	Sell	-4,881	Closed	-$247K	–	169
2022 Q4	$247K	Sell	4,881 -1,648	-25%	-$83.1K	0.04%	136
2022 Q3	$328K	Sell	6,529 -3,381	-34%	-$171K	0.06%	110
2022 Q2	$501K	Sell	9,910 -4,772	-33%	-$241K	0.08%	88
2022 Q1	$743K	Sell	14,682 -24,770	-63%	-$1.26M	0.11%	74
2021 Q4	$2.01M	Buy	+39,452	New	+$2.01M	0.28%	42

Other funds holding JMST

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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 Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

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

Amplius Wealth Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 47% in Q3 2026, buying an estimated $199K and bringing the position to 12,288 shares worth $621K. The position accounts for 0.04% of the portfolio, ranked #120.

Amplius Wealth Advisors first reported a position in JMST in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.01M in Q4 2021. 201 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Amplius Wealth Advisors held 12,288 shares of JPMorgan Ultra-Short Municipal Income ETF worth $621K as of Q3 2026.
Amplius Wealth Advisors bought 3,916 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $199K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.04% of Amplius Wealth Advisors's portfolio in Q3 2026, its #120 holding.
Amplius Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 11 quarters since.
Amplius Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.01M in Q4 2021.
201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.