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Beacon Investment Advisory Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Beacon Investment Advisory Services’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 		$5.14M Buy
101,569
+4,237
+4% +$215K 0.19% 95
2026
Q2 		$4.96M Buy
97,332
+24,151
+33% +$1.23M 0.18% 96
2026
Q1 		$3.73M Sell
73,181
-24,021
-25% -$1.23M 0.15% 98
2025
Q4 		$4.95M Buy
97,202
+18,212
+23% +$928K 0.2% 93
2025
Q3 		$4.03M Sell
78,990
-60,061
-43% -$3.06M 0.17% 93
2025
Q2 		$7.08M Buy
139,051
+34,203
+33% +$1.74M 0.31% 73
2025
Q1 		$5.33M Sell
104,848
-582
-0.6% -$29.6K 0.25% 83
2024
Q4 		$5.35M Buy
105,430
+1,532
+1% +$77.8K 0.23% 83
2024
Q3 		$5.29M Buy
103,898
+29,637
+40% +$1.51M 0.22% 87
2024
Q2 		$3.77M Sell
74,261
-26,334
-26% -$1.33M 0.16% 97
2024
Q1 		$5.1M Sell
100,595
-17,810
-15% -$903K 0.22% 86
2023
Q4 		$6.01M Buy
118,405
+59,676
+102% +$3.02M 0.27% 83
2023
Q3 		$2.96M Buy
58,729
+5,546
+10% +$280K 0.15% 105
2023
Q2 		$2.69M Sell
53,183
-2,951
-5% -$149K 0.12% 117
2023
Q1 		$2.85M Sell
56,134
-65,949
-54% -$3.34M 0.14% 112
2022
Q4 		$6.17M Buy
122,083
+27,684
+29% +$1.4M 0.32% 72
2022
Q3 		$4.75M Sell
94,399
-9,269
-9% -$468K 0.26% 79
2022
Q2 		$5.25M Sell
103,668
-13,525
-12% -$684K 0.27% 81
2022
Q1 		$5.93M Buy
117,193
+46,601
+66% +$2.37M 0.25% 79
2021
Q4 		$3.6M Buy
70,592
+45,438
+181% +$2.32M 0.14% 108
2021
Q3 		$1.28M Buy
25,154
+16,485
+190% +$842K 0.05% 152
2021
Q2 		$443K Buy
+8,669
New +$443K 0.02% 219

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
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
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Beacon Investment Advisory Services's JMST Position: Q3 2026 in Review

Beacon Investment Advisory Services increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 4.4% in Q3 2026, buying an estimated $215K and bringing the position to 101,569 shares worth $5.14M. The position accounts for 0.19% of the portfolio, ranked #95.

Beacon Investment Advisory Services first reported a position in JMST in Q2 2021 and has held it in 22 quarters since. The position peaked at $7.08M in Q2 2025. 84 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Beacon Investment Advisory Services held 101,569 shares of JPMorgan Ultra-Short Municipal Income ETF worth $5.14M as of Q3 2026.
  • Beacon Investment Advisory Services bought 4,237 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $215K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.19% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #95 holding.
  • Beacon Investment Advisory Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2021 and has held it in 22 quarters since.
  • Beacon Investment Advisory Services's JPMorgan Ultra-Short Municipal Income ETF position peaked at $7.08M in Q2 2025.
  • 84 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.