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

Choice Wealth 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
2026 Q3	$298K	Hold	5,900	–	–	0.1%	33
2026 Q2	$301K	Hold	5,900	–	–	0.11%	33
2026 Q1	$301K	Hold	5,900	–	–	0.12%	31
2025 Q4	$301K	Hold	5,900	–	–	0.12%	31
2025 Q3	$301K	Hold	5,900	–	–	0.13%	29
2025 Q2	$300K	Buy	+5,900	New	+$299K	0.14%	26

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

Choice Wealth Advisors's JMST Position: Q3 2026 in Review

Choice Wealth Advisors held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q3 2026 at 5,900 shares worth $298K. The position accounts for 0.1% of the portfolio, ranked #33.

Choice Wealth Advisors first reported a position in JMST in Q2 2025 and has held it in 6 quarters since. The position peaked at $301K in Q3 2025. 183 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Choice Wealth Advisors held 5,900 shares of JPMorgan Ultra-Short Municipal Income ETF worth $298K as of Q3 2026.
Choice Wealth Advisors left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q3 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.1% of Choice Wealth Advisors's portfolio in Q3 2026, its #33 holding.
Choice Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2025 and has held it in 6 quarters since.
Choice Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $301K in Q3 2025.
183 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Choice Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.