Cooper Financial Group
JMST icon

Cooper Financial Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Cooper Financial Group’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 		$1.88M Sell
37,199
-6,768
-15% -$344K 0.15% 114
2026
Q2 		$2.24M Sell
43,967
-7,684
-15% -$391K 0.19% 98
2026
Q1 		$2.63M Sell
51,651
-1,924
-4% -$98.2K 0.27% 71
2025
Q4 		$2.73M Sell
53,575
-104,685
-66% -$5.33M 0.29% 56
2025
Q3 		$8.08M Buy
158,260
+28,746
+22% +$1.47M 0.89% 23
2025
Q2 		$6.59M Buy
129,514
+55,649
+75% +$2.82M 0.78% 27
2025
Q1 		$3.76M Sell
73,865
-672
-0.9% -$34.2K 0.49% 42
2024
Q4 		$3.78M Sell
74,537
-4,529
-6% -$230K 0.46% 41
2024
Q3 		$4.03M Sell
79,066
-14,511
-16% -$738K 0.52% 37
2024
Q2 		$4.75M Sell
93,577
-17,369
-16% -$880K 0.7% 27
2024
Q1 		$5.63M Sell
110,946
-14,562
-12% -$739K 0.93% 24
2023
Q4 		$6.37M Sell
125,508
-14,606
-10% -$739K 1.16% 18
2023
Q3 		$7.07M Buy
140,114
+342
+0.2% +$17.3K 1.7% 10
2023
Q2 		$7.08M Buy
139,772
+27,249
+24% +$1.38M 1.76% 10
2023
Q1 		$5.72M Buy
112,523
+8,757
+8% +$443K 1.54% 11
2022
Q4 		$5.24M Buy
103,766
+66,738
+180% +$3.37M 1.6% 11
2022
Q3 		$1.86M Buy
37,028
+1,863
+5% +$94.1K 0.67% 32
2022
Q2 		$1.78M Buy
35,165
+2,449
+7% +$124K 0.65% 40
2022
Q1 		$1.66M Sell
32,716
-17,073
-34% -$867K 0.63% 38
2021
Q4 		$2.54M Buy
49,789
+3,411
+7% +$174K 0.96% 19
2021
Q3 		$2.37M Buy
46,378
+4,922
+12% +$251K 0.49% 35
2021
Q2 		$2.12M Sell
41,456
-5,765
-12% -$294K 0.43% 36
2021
Q1 		$2.41M Buy
47,221
+1,747
+4% +$89.2K 0.54% 32
2020
Q4 		$2.32M Buy
45,474
+6,052
+15% +$309K 0.47% 37
2020
Q3 		$2.01M Buy
39,422
+16,324
+71% +$833K 0.58% 32
2020
Q2 		$1.18M Buy
23,098
+20
+0.1% +$1.02K 0.38% 44
2020
Q1 		$1.16M Sell
23,078
-13,137
-36% -$663K 0.49% 33
2019
Q4 		$1.83M Buy
36,215
+133
+0.4% +$6.72K 0.73% 23
2019
Q3 		$1.82M Buy
36,082
+2,512
+7% +$127K 0.82% 23
2019
Q2 		$1.69M Buy
33,570
+23,970
+250% +$1.21M 0.82% 24
2019
Q1 		$483K Buy
+9,600
New +$483K 0.27% 56

Other funds holding JMST

Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
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
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Global Strategic Investment Solutions
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cooper Financial Group's JMST Position: Q3 2026 in Review

Cooper Financial Group reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 15% in Q3 2026, selling an estimated $344K and leaving 37,199 shares worth $1.88M. The position accounts for 0.15% of the portfolio, ranked #114.

Cooper Financial Group first reported a position in JMST in Q1 2019 and has held it in 31 quarters since. The position peaked at $8.08M in Q3 2025. 128 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Cooper Financial Group held 37,199 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.88M as of Q3 2026.
  • Cooper Financial Group sold 6,768 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $344K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.15% of Cooper Financial Group's portfolio in Q3 2026, its #114 holding.
  • Cooper Financial Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2019 and has held it in 31 quarters since.
  • Cooper Financial Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $8.08M in Q3 2025.
  • 128 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.