Avior Wealth Management
JMST icon

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

Avior 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 		$1.28M Buy
+25,254
New +$1.28M 0.03% 312
2025
Q1 		– Sell
-161
Closed -$8.16K – 1573
2024
Q4 		$8.16K Hold
161
– – ﹤0.01% 1689
2024
Q3 		$8.2K Sell
161
-95
-37% -$4.83K ﹤0.01% 1619
2024
Q2 		$13K Hold
256
– – ﹤0.01% 1444
2024
Q1 		$13K Buy
+256
New +$13K ﹤0.01% 1773
2023
Q1 		– Hold
0
– – – 1626
2022
Q4 		– Hold
0
– – – 1276

Other funds holding JMST

RCA
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TC
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
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

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

Avior Wealth Management opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2026: 25,254 shares worth $1.28M. The stake represents 0.03% of the portfolio and ranks #312 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in JMST as recently as Q4 2024.

Avior Wealth Management first reported a position in JMST in Q1 2024 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Avior Wealth Management held 25,254 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.28M as of Q3 2026.
  • JPMorgan Ultra-Short Municipal Income ETF was a new Avior Wealth Management position in Q3 2026.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of Avior Wealth Management's portfolio in Q3 2026, its #312 holding.
  • Avior Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and has held it in 5 quarters since.
  • 89 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

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