Continuum Advisory’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Continuum Advisory’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	–	Sell	-4,280	Closed	-$218K	–	450
2025 Q2	$218K	Hold	4,280	–	–	0.03%	394
2025 Q1	$218K	Hold	4,280	–	–	0.03%	375
2024 Q4	$217K	Hold	4,280	–	–	0.03%	377
2024 Q3	$217K	Buy	+4,280	New	+$218K	0.03%	380
2022 Q4	–	Sell	-4,054	Closed	-$204K	–	425
2022 Q3	$204K	Buy	+4,054	New	+$205K	0.04%	383
2022 Q1	–	Sell	-4,034	Closed	-$206K	–	388
2021 Q4	$206K	Buy	+4,034	New	+$206K	0.05%	287
2021 Q2	–	Sell	-7,924	Closed	-$405K	–	272
2021 Q1	$405K	Buy	7,924 +9	+0.1%	+$459	0.17%	113
2020 Q4	$404K	Buy	7,915 +11	+0.1%	+$561	0.18%	96
2020 Q3	$403K	Buy	7,904 +4	+0.1%	+$204	0.22%	93
2020 Q2	$403K	Buy	+7,900	New	+$401K	0.25%	87

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Continuum Advisory's JMST Position: Q3 2025 in Review

Continuum Advisory sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2025, closing a stake of 4,280 shares — an estimated $218K sold.

Continuum Advisory first reported a position in JMST in Q2 2020 and held it in 10 quarters. The position peaked at $405K in Q1 2021. 498 funds tracked by Wall St. Rank hold JMST as of Q3 2025.

Continuum Advisory reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
Continuum Advisory sold 4,280 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2025, an estimated $218K.
Continuum Advisory first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2020 and held it in 10 quarters.
Continuum Advisory's JPMorgan Ultra-Short Municipal Income ETF position peaked at $405K in Q1 2021.
498 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2025.

Based on Continuum Advisory's 13F filing for Q3 2025, filed 20 Oct 2025.