Chesley Taft & Associates
JMST icon

Chesley Taft & Associates’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Chesley Taft & Associates’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 		$15.2M Buy
301,115
+15,780
+6% +$802K 0.6% 43
2026
Q2 		$14.6M Buy
285,335
+55,525
+24% +$2.83M 0.57% 47
2026
Q1 		$11.7M Buy
229,810
+28,170
+14% +$1.44M 0.49% 55
2025
Q4 		$10.3M Buy
201,640
+36,350
+22% +$1.85M 0.41% 58
2025
Q3 		$8.44M Buy
165,290
+1,030
+0.6% +$52.5K 0.36% 64
2025
Q2 		$8.36M Buy
164,260
+31,550
+24% +$1.6M 0.37% 65
2025
Q1 		$6.75M Buy
132,710
+15,600
+13% +$793K 0.33% 74
2024
Q4 		$5.94M Buy
117,110
+26,890
+30% +$1.37M 0.28% 76
2024
Q3 		$4.6M Buy
90,220
+21,885
+32% +$1.11M 0.22% 87
2024
Q2 		$3.47M Buy
68,335
+28,500
+72% +$1.44M 0.17% 99
2024
Q1 		$2.02M Sell
39,835
-1,990
-5% -$101K 0.1% 133
2023
Q4 		$2.12M Buy
41,825
+700
+2% +$35.4K 0.12% 134
2023
Q3 		$2.07M Buy
41,125
+4,425
+12% +$224K 0.13% 125
2023
Q2 		$1.86M Sell
36,700
-1,000
-3% -$50.6K 0.11% 136
2023
Q1 		$1.91M Sell
37,700
-6,900
-15% -$349K 0.13% 134
2022
Q4 		$2.25M Buy
44,600
+4,625
+12% +$233K 0.16% 127
2022
Q3 		$2.01M Buy
39,975
+10,625
+36% +$537K 0.15% 126
2022
Q2 		$1.49M Buy
29,350
+25,350
+634% +$1.28M 0.1% 145
2022
Q1 		$202K Buy
+4,000
New +$203K 0.01% 292

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Chesley Taft & Associates's JMST Position: Q3 2026 in Review

Chesley Taft & Associates increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 5.5% in Q3 2026, buying an estimated $802K and bringing the position to 301,115 shares worth $15.2M. The position accounts for 0.6% of the portfolio, ranked #43.

Chesley Taft & Associates first reported a position in JMST in Q1 2022 and has held it in 19 quarters since. 492 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Chesley Taft & Associates held 301,115 shares of JPMorgan Ultra-Short Municipal Income ETF worth $15.2M as of Q3 2026.
  • Chesley Taft & Associates bought 15,780 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $802K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.6% of Chesley Taft & Associates's portfolio in Q3 2026, its #43 holding.
  • Chesley Taft & Associates first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and has held it in 19 quarters since.
  • 492 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Chesley Taft & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.