Beverly Hills Private Wealth
JMST icon

Beverly Hills Private Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Beverly Hills Private Wealth’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 		$365K Buy
7,218
+1,722
+31% +$87.6K 0.06% 187
2026
Q2 		$280K Sell
5,496
-7,277
-57% -$371K 0.05% 206
2026
Q1 		$651K Buy
12,773
+2,485
+24% +$127K 0.11% 159
2025
Q4 		$524K Buy
10,288
+3,144
+44% +$160K 0.09% 171
2025
Q3 		$365K Sell
7,144
-2,564
-26% -$131K 0.06% 230
2025
Q2 		$494K Buy
+9,708
New +$493K 0.09% 177
2025
Q1 		– Sell
-4,409
Closed -$224K – 347
2024
Q4 		$224K Sell
4,409
-2,793
-39% -$142K 0.05% 307
2024
Q3 		$367K Sell
7,202
-70
-1% -$3.56K 0.07% 231
2024
Q2 		$369K Sell
7,272
-7,346
-50% -$372K 0.08% 236
2024
Q1 		$742K Buy
14,618
+7,368
+102% +$374K 0.17% 132
2023
Q4 		$368K Buy
+7,250
New +$367K 0.1% 222

Other funds holding JMST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Beverly Hills Private Wealth's JMST Position: Q3 2026 in Review

Beverly Hills Private Wealth increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 31% in Q3 2026, buying an estimated $87.6K and bringing the position to 7,218 shares worth $365K. The position accounts for 0.06% of the portfolio, ranked #187.

Beverly Hills Private Wealth first reported a position in JMST in Q4 2023 and has held it in 11 quarters since. The position peaked at $742K in Q1 2024. 400 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Beverly Hills Private Wealth held 7,218 shares of JPMorgan Ultra-Short Municipal Income ETF worth $365K as of Q3 2026.
  • Beverly Hills Private Wealth bought 1,722 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $87.6K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.06% of Beverly Hills Private Wealth's portfolio in Q3 2026, its #187 holding.
  • Beverly Hills Private Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Beverly Hills Private Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $742K in Q1 2024.
  • 400 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.