Belpointe Asset Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Belpointe Asset 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	$1.1M	Buy	21,765 +1,568	+8%	+$79.7K	0.03%	496
2026 Q2	$1.03M	Buy	20,197 +6,970	+53%	+$355K	0.03%	485
2026 Q1	$674K	Sell	13,227 -264	-2%	-$13.5K	0.02%	594
2025 Q4	$687K	Buy	13,491 +5,203	+63%	+$265K	0.02%	562
2025 Q3	$423K	Buy	8,288 +3,195	+63%	+$163K	0.02%	673
2025 Q2	$259K	Buy	+5,093	New	+$258K	0.01%	801

Other funds holding JMST

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Belpointe Asset Management's JMST Position: Q3 2026 in Review

Belpointe Asset Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 7.8% in Q3 2026, buying an estimated $79.7K and bringing the position to 21,765 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #496.

Belpointe Asset Management first reported a position in JMST in Q2 2025 and has held it in 6 quarters since. 469 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Belpointe Asset Management held 21,765 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.1M as of Q3 2026.
Belpointe Asset Management bought 1,568 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $79.7K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of Belpointe Asset Management's portfolio in Q3 2026, its #496 holding.
Belpointe Asset Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2025 and has held it in 6 quarters since.
469 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.