Aprio Wealth Management
JMST icon

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

Aprio 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 		$4.24M Buy
83,800
+50,000
+148% +$2.54M 0.19% 103
2026
Q2 		$1.72M Sell
33,800
-5,800
-15% -$295K 0.09% 162
2026
Q1 		$2.02M Hold
39,600
– – 0.11% 127
2025
Q4 		$2.02M Buy
+39,600
New +$2.02M 0.12% 119

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

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

Aprio Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 148% in Q3 2026, buying an estimated $2.54M and bringing the position to 83,800 shares worth $4.24M. The position accounts for 0.19% of the portfolio, ranked #103.

Aprio Wealth Management first reported a position in JMST in Q4 2025 and has held it in 4 quarters since. 525 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Aprio Wealth Management held 83,800 shares of JPMorgan Ultra-Short Municipal Income ETF worth $4.24M as of Q3 2026.
  • Aprio Wealth Management bought 50,000 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $2.54M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.19% of Aprio Wealth Management's portfolio in Q3 2026, its #103 holding.
  • Aprio Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 525 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.