Apella Capital
JMST icon

Apella Capital’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Apella Capital’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 		$567K Buy
11,220
+70
+0.6% +$3.56K 0.01% 487
2026
Q2 		$568K Buy
11,150
+73
+0.7% +$3.72K 0.01% 452
2026
Q1 		$564K Sell
11,077
-5,384
-33% -$275K 0.01% 442
2025
Q4 		$839K Buy
16,461
+72
+0.4% +$3.67K 0.02% 297
2025
Q3 		$835K Buy
16,389
+114
+0.7% +$5.81K 0.02% 270
2025
Q2 		$827K Buy
16,275
+122
+0.8% +$6.19K 0.02% 244
2025
Q1 		$818K Buy
16,153
+158
+1% +$8.03K 0.03% 209
2024
Q4 		$811K Buy
15,995
+129
+0.8% +$6.55K 0.03% 183
2024
Q3 		$806K Buy
15,866
+88
+0.6% +$4.47K 0.03% 172
2024
Q2 		$800K Buy
15,778
+136
+0.9% +$6.89K 0.04% 166
2024
Q1 		$792K Sell
15,642
-869
-5% -$44.1K 0.04% 156
2023
Q4 		$838K Buy
16,511
+1,173
+8% +$59.3K 0.05% 149
2023
Q3 		$774K Buy
15,338
+123
+0.8% +$6.22K 0.05% 139
2023
Q2 		$771K Buy
+15,215
New +$770K 0.05% 136
2022
Q4 		$765K Buy
+15,140
New +$764K 0.07% 126

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Apella Capital's JMST Position: Q3 2026 in Review

Apella Capital increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.63% in Q3 2026, buying an estimated $3.56K and bringing the position to 11,220 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #487.

Apella Capital first reported a position in JMST in Q4 2022 and has held it in 15 quarters since. The position peaked at $839K in Q4 2025. 525 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Apella Capital held 11,220 shares of JPMorgan Ultra-Short Municipal Income ETF worth $567K as of Q3 2026.
  • Apella Capital bought 70 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $3.56K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #487 holding.
  • Apella Capital first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Apella Capital's JPMorgan Ultra-Short Municipal Income ETF position peaked at $839K in Q4 2025.
  • 525 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.