BFP
JMST icon

Briaud Financial Planning’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-903
Closed -$45K – 196
2025
Q2 		$45K Buy
+903
New +$45.8K 0.02% 106

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Briaud Financial Planning's JMST Position: Q3 2025 in Review

Briaud Financial Planning sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2025, closing a stake of 903 shares — an estimated $45K sold.

Briaud Financial Planning first reported a position in JMST in Q2 2025 and held it in 1 quarter. The position peaked at $45K in Q2 2025. 499 funds tracked by Wall St. Rank hold JMST as of Q3 2025.

  • Briaud Financial Planning reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 903 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2025, an estimated $45K.
  • Briaud Financial Planning first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's JPMorgan Ultra-Short Municipal Income ETF position peaked at $45K in Q2 2025.
  • 499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.