Commonwealth Financial Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Commonwealth Financial Services’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	$389K	Sell	7,694 -2,255	-23%	-$115K	0.07%	144
2026 Q2	$507K	Sell	9,949 -4,873	-33%	-$248K	0.07%	143
2026 Q1	$756K	Buy	14,822 +299	+2%	+$15.3K	0.12%	95
2025 Q4	$740K	Buy	14,523 +404	+3%	+$20.6K	0.12%	96
2025 Q3	$721K	Sell	14,119 -133	-0.9%	-$6.78K	0.12%	92
2025 Q2	$726K	Sell	14,252 -342	-2%	-$17.4K	0.14%	88
2025 Q1	$742K	Sell	14,594 -1,362	-9%	-$69.2K	0.15%	89
2024 Q4	$809K	Hold	15,956	–	–	0.16%	75
2024 Q3	$811K	Buy	15,956 +1,588	+11%	+$80.7K	0.16%	76
2024 Q2	$728K	Sell	14,368 -4,013	-22%	-$203K	0.15%	80
2024 Q1	$933K	Hold	18,381	–	–	0.22%	62
2023 Q4	$933K	Buy	+18,381	New	+$929K	0.22%	61

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

Commonwealth Financial Services's JMST Position: Q3 2026 in Review

Commonwealth Financial Services reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 23% in Q3 2026, selling an estimated $115K and leaving 7,694 shares worth $389K. The position accounts for 0.07% of the portfolio, ranked #144.

Commonwealth Financial Services first reported a position in JMST in Q4 2023 and has held it in 12 quarters since. The position peaked at $933K in Q1 2024. 170 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Commonwealth Financial Services held 7,694 shares of JPMorgan Ultra-Short Municipal Income ETF worth $389K as of Q3 2026.
Commonwealth Financial Services sold 2,255 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $115K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.07% of Commonwealth Financial Services's portfolio in Q3 2026, its #144 holding.
Commonwealth Financial Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 12 quarters since.
Commonwealth Financial Services's JPMorgan Ultra-Short Municipal Income ETF position peaked at $933K in Q1 2024.
170 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.