AssetMark Inc
JMST icon

AssetMark Inc’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

AssetMark Inc’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 		$2.86M Buy
56,557
+2,824
+5% +$144K ﹤0.01% 867
2026
Q2 		$2.74M Buy
53,733
+6,011
+13% +$306K ﹤0.01% 881
2026
Q1 		$2.43M Buy
47,722
+9,791
+26% +$500K 0.01% 838
2025
Q4 		$1.93M Buy
37,931
+5,586
+17% +$285K ﹤0.01% 860
2025
Q3 		$1.65M Buy
32,345
+7,469
+30% +$381K ﹤0.01% 869
2025
Q2 		$1.27M Buy
24,876
+20,432
+460% +$1.04M ﹤0.01% 872
2025
Q1 		$226K Buy
4,444
+3,338
+302% +$170K ﹤0.01% 1110
2024
Q4 		$56.1K Buy
1,106
+946
+591% +$48.1K ﹤0.01% 1399
2024
Q3 		$8.15K Buy
160
+25
+19% +$1.27K ﹤0.01% 1655
2024
Q2 		$6.85K Sell
135
-147
-52% -$7.45K ﹤0.01% 1557
2024
Q1 		$14.3K Buy
282
+23
+9% +$1.17K ﹤0.01% 1332
2023
Q4 		$13.1K Buy
259
+5
+2% +$253 ﹤0.01% 1342
2023
Q3 		$12.8K Sell
254
-12
-5% -$607 ﹤0.01% 1297
2023
Q2 		$13.5K Buy
266
+27
+11% +$1.37K ﹤0.01% 1260
2023
Q1 		$12.1K Buy
239
+84
+54% +$4.25K ﹤0.01% 1253
2022
Q4 		$7.83K Buy
155
+153
+7,650% +$7.72K ﹤0.01% 1312
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1580
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1592
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1656
2021
Q4 		$0 Hold
2
– – ﹤0.01% 1581
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1470
2021
Q2 		$0 Hold
2
– – ﹤0.01% 1442
2021
Q1 		$0 Buy
+2
New +$102 ﹤0.01% 1437

Other funds holding JMST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

AssetMark Inc's JMST Position: Q3 2026 in Review

AssetMark Inc increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 5.3% in Q3 2026, buying an estimated $144K and bringing the position to 56,557 shares worth $2.86M. The position accounts for ﹤0.01% of the portfolio, ranked #867.

AssetMark Inc first reported a position in JMST in Q1 2021 and has held it in 23 quarters since. 319 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • AssetMark Inc held 56,557 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.86M as of Q3 2026.
  • AssetMark Inc bought 2,824 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $144K.
  • JPMorgan Ultra-Short Municipal Income ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #867 holding.
  • AssetMark Inc first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and has held it in 23 quarters since.
  • 319 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.