CAP Partners LLC’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

CAP Partners LLC’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	$334K	Sell	6,610 -159	-2%	-$8.08K	0.15%	120
2026 Q2	$345K	Sell	6,769 -71	-1%	-$3.62K	0.17%	119
2026 Q1	$349K	Buy	6,840 +677	+11%	+$34.6K	0.2%	112
2025 Q4	$314K	Sell	6,163 -65	-1%	-$3.31K	0.18%	111
2025 Q3	$318K	Buy	6,228 +99	+2%	+$5.05K	0.18%	105
2025 Q2	$312K	Buy	6,129 +82	+1%	+$4.16K	0.2%	103
2025 Q1	$307K	Sell	6,047 -402	-6%	-$20.4K	0.22%	97
2024 Q4	$327K	Sell	6,449 -194	-3%	-$9.9K	0.23%	94
2024 Q3	$338K	Buy	6,643 +784	+13%	+$39.9K	0.25%	92
2024 Q2	$297K	Buy	5,859 +1,030	+21%	+$52.2K	0.24%	97
2024 Q1	$245K	Buy	+4,829	New	+$245K	0.22%	99

Other funds holding JMST

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

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $184M AUM 13.59% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

CAP Partners LLC's JMST Position: Q3 2026 in Review

CAP Partners LLC reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2.3% in Q3 2026, selling an estimated $8.08K and leaving 6,610 shares worth $334K. The position accounts for 0.15% of the portfolio, ranked #120.

CAP Partners LLC first reported a position in JMST in Q1 2024 and has held it in 11 quarters since. The position peaked at $349K in Q1 2026. 170 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

CAP Partners LLC held 6,610 shares of JPMorgan Ultra-Short Municipal Income ETF worth $334K as of Q3 2026.
CAP Partners LLC sold 159 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $8.08K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.15% of CAP Partners LLC's portfolio in Q3 2026, its #120 holding.
CAP Partners LLC first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and has held it in 11 quarters since.
CAP Partners LLC's JPMorgan Ultra-Short Municipal Income ETF position peaked at $349K in Q1 2026.
170 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.