Avidian Wealth Enterprises’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Avidian Wealth Enterprises’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	$11.5M	Buy	227,414 +9,082	+4%	+$462K	0.32%	55
2026 Q2	$11.1M	Sell	218,332 -27,863	-11%	-$1.42M	0.31%	57
2026 Q1	$12.6M	Sell	246,195 -1,377	-0.6%	-$70.3K	0.4%	42
2025 Q4	$12.6M	Sell	247,572 -8,331	-3%	-$424K	0.46%	39
2025 Q3	$13.1M	Sell	255,903 -169,477	-40%	-$8.64M	0.49%	36
2025 Q2	$21.7M	Sell	425,380 -160,269	-27%	-$8.13M	0.88%	23
2025 Q1	$29.8M	Buy	585,649 +531,517	+982%	+$27M	1.33%	16
2024 Q4	$2.75M	Buy	54,132 +10,548	+24%	+$536K	0.12%	100
2024 Q3	$2.22M	Sell	43,584 -19,369	-31%	-$985K	0.1%	108
2024 Q2	$3.19M	Buy	+62,953	New	+$3.19M	0.13%	89
2022 Q2	–	Sell	-38,263	Closed	-$1.94M	–	481
2022 Q1	$1.94M	Sell	38,263 -22,006	-37%	-$1.12M	0.12%	122
2021 Q4	$3.08M	Sell	60,269 -67	-0.1%	-$3.42K	0.19%	92
2021 Q3	$3.08M	Sell	60,336 -5,422	-8%	-$277K	0.23%	69
2021 Q2	$3.36M	Buy	+65,758	New	+$3.36M	0.26%	65

Other funds holding JMST

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

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Avidian Wealth Enterprises's JMST Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 4.2% in Q3 2026, buying an estimated $462K and bringing the position to 227,414 shares worth $11.5M. The position accounts for 0.32% of the portfolio, ranked #55.

Avidian Wealth Enterprises first reported a position in JMST in Q2 2021 and has held it in 14 quarters since. The position peaked at $29.8M in Q1 2025. 184 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Avidian Wealth Enterprises held 227,414 shares of JPMorgan Ultra-Short Municipal Income ETF worth $11.5M as of Q3 2026.
Avidian Wealth Enterprises bought 9,082 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $462K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.32% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #55 holding.
Avidian Wealth Enterprises first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2021 and has held it in 14 quarters since.
Avidian Wealth Enterprises's JPMorgan Ultra-Short Municipal Income ETF position peaked at $29.8M in Q1 2025.
184 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.