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Bristlecone Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Bristlecone Advisors’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 		$2.32M Buy
45,417
+2,320
+5% +$118K 0.19% 95
2025
Q2 		$2.19M Buy
43,097
+12,888
+43% +$654K 0.18% 93
2025
Q1 		$1.54M Sell
30,209
-8,253
-21% -$419K 0.13% 127
2024
Q4 		$1.95M Sell
38,462
-466
-1% -$23.7K 0.15% 111
2024
Q3 		$1.98M Sell
38,928
-965
-2% -$49.1K 0.16% 108
2024
Q2 		$2.02M Sell
39,893
-1,727
-4% -$87.5K 0.17% 102
2024
Q1 		$2.11M Buy
41,620
+710
+2% +$36K 0.19% 102
2023
Q4 		$2.08M Sell
40,910
-1,037
-2% -$52.4K 0.21% 100
2023
Q3 		$2.12M Buy
41,947
+2,193
+6% +$111K 0.24% 90
2023
Q2 		$2.01M Buy
39,754
+684
+2% +$34.6K 0.2% 96
2023
Q1 		$1.98M Sell
39,070
-27,307
-41% -$1.38M 0.22% 95
2022
Q4 		$3.35M Sell
66,377
-21,951
-25% -$1.11M 0.41% 52
2022
Q3 		$4.44M Sell
88,328
-22,517
-20% -$1.14M 0.58% 36
2022
Q2 		$5.61M Sell
110,845
-8,722
-7% -$441K 0.69% 34
2022
Q1 		$6.05M Buy
119,567
+30,165
+34% +$1.53M 0.74% 30
2021
Q4 		$4.57M Sell
89,402
-1,194
-1% -$60.9K 0.55% 41
2021
Q3 		$4.63M Buy
90,596
+7,430
+9% +$379K 0.61% 39
2021
Q2 		$4.25M Buy
83,166
+2,260
+3% +$115K 0.57% 43
2021
Q1 		$4.13M Buy
80,906
+6,131
+8% +$313K 0.62% 37
2020
Q4 		$3.82M Sell
74,775
-10,015
-12% -$511K 0.61% 39
2020
Q3 		$4.32M Buy
84,790
+30,350
+56% +$1.55M 0.79% 30
2020
Q2 		$2.77M Buy
54,440
+40,135
+281% +$2.04M 0.56% 48
2020
Q1 		$721K Buy
14,305
+5,005
+54% +$253K 0.17% 106
2019
Q4 		$469K Buy
+9,300
New +$470K 0.09% 137

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bristlecone Advisors's JMST Position: Q3 2025 in Review

Bristlecone Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 5.4% in Q3 2025, buying an estimated $118K and bringing the position to 45,417 shares worth $2.32M. The position accounts for 0.19% of the portfolio, ranked #95.

Bristlecone Advisors first reported a position in JMST in Q4 2019 and has held it in 24 quarters since. The position peaked at $6.05M in Q1 2022. 498 funds tracked by Wall St. Rank hold JMST as of Q3 2025.

  • Bristlecone Advisors held 45,417 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.32M as of Q3 2025.
  • Bristlecone Advisors bought 2,320 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2025, an estimated $118K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.19% of Bristlecone Advisors's portfolio in Q3 2025, its #95 holding.
  • Bristlecone Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2019 and has held it in 24 quarters since.
  • Bristlecone Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $6.05M in Q1 2022.
  • 498 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.