Avaii Wealth Management
JMST icon

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

Avaii 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 		$477K Sell
9,432
-258
-3% -$13.1K 0.14% 97
2026
Q2 		$494K Sell
9,690
-200
-2% -$10.2K 0.15% 95
2026
Q1 		$504K Sell
9,890
-395
-4% -$20.2K 0.18% 68
2025
Q4 		$524K Sell
10,285
-299
-3% -$15.2K 0.19% 68
2025
Q3 		$540K Sell
10,584
-397
-4% -$20.2K 0.21% 66
2025
Q2 		$559K Sell
10,981
-155
-1% -$7.87K 0.25% 55
2025
Q1 		$566K Sell
11,136
-187
-2% -$9.5K 0.3% 48
2024
Q4 		$574K Sell
11,323
-929
-8% -$47.2K 0.28% 53
2024
Q3 		$624K Hold
12,252
– – 0.32% 47
2024
Q2 		$622K Sell
12,252
-1,285
-9% -$65.1K 0.34% 51
2024
Q1 		$687K Sell
13,537
-297
-2% -$15.1K 0.4% 45
2023
Q4 		$702K Buy
13,834
+59
+0.4% +$2.98K 0.46% 48
2023
Q3 		$695K Sell
13,775
-574
-4% -$29K 0.53% 42
2023
Q2 		$727K Sell
14,349
-1,200
-8% -$60.7K 0.56% 41
2023
Q1 		$790K Sell
15,549
-729
-4% -$36.9K 0.69% 34
2022
Q4 		$823K Buy
+16,278
New +$821K 0.74% 28

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
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
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

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

Avaii Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2.7% in Q3 2026, selling an estimated $13.1K and leaving 9,432 shares worth $477K. The position accounts for 0.14% of the portfolio, ranked #97.

Avaii Wealth Management first reported a position in JMST in Q4 2022 and has held it in 16 quarters since. The position peaked at $823K in Q4 2022. 201 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Avaii Wealth Management held 9,432 shares of JPMorgan Ultra-Short Municipal Income ETF worth $477K as of Q3 2026.
  • Avaii Wealth Management sold 258 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $13.1K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.14% of Avaii Wealth Management's portfolio in Q3 2026, its #97 holding.
  • Avaii Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 16 quarters since.
  • Avaii Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $823K in Q4 2022.
  • 201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.