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

Aries 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	$1.11M	Sell	21,980 -5,375	-20%	-$273K	0.21%	93
2026 Q2	$1.4M	Sell	27,355 -4,115	-13%	-$210K	0.27%	81
2026 Q1	$1.6M	Buy	31,470 +11,800	+60%	+$602K	0.35%	64
2025 Q4	$1M	Buy	19,670 +14,240	+262%	+$725K	0.22%	97
2025 Q3	$277K	Buy	+5,430	New	+$277K	0.07%	192
2025 Q2	–	Sell	-6,020	Closed	-$306K	–	223
2025 Q1	$306K	Sell	6,020 -280	-4%	-$14.2K	0.08%	175
2024 Q4	$319K	Buy	6,300 +650	+12%	+$33K	0.09%	172
2024 Q3	$288K	Buy	+5,650	New	+$287K	0.08%	189

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

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

Aries Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 20% in Q3 2026, selling an estimated $273K and leaving 21,980 shares worth $1.11M. The position accounts for 0.21% of the portfolio, ranked #93.

Aries Wealth Management first reported a position in JMST in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.6M in Q1 2026. 201 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Aries Wealth Management held 21,980 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.11M as of Q3 2026.
Aries Wealth Management sold 5,375 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $273K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.21% of Aries Wealth Management's portfolio in Q3 2026, its #93 holding.
Aries Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
Aries Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.6M in Q1 2026.
201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Aries Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.