CWC Advisors
JMST icon

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

CWC 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 		$256K Buy
5,054
+12
+0.2% +$610 0.12% 137
2026
Q2 		$257K Buy
+5,042
New +$257K 0.11% 137

Other funds holding JMST

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Weatherly Asset Management
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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

CWC Advisors's JMST Position: Q3 2026 in Review

CWC Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.24% in Q3 2026, buying an estimated $610 and bringing the position to 5,054 shares worth $256K. The position accounts for 0.12% of the portfolio, ranked #137.

CWC Advisors first reported a position in JMST in Q2 2026 and has held it in 2 quarters since. The position peaked at $257K in Q2 2026. 170 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • CWC Advisors held 5,054 shares of JPMorgan Ultra-Short Municipal Income ETF worth $256K as of Q3 2026.
  • CWC Advisors bought 12 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $610.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.12% of CWC Advisors's portfolio in Q3 2026, its #137 holding.
  • CWC Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2026 and has held it in 2 quarters since.
  • CWC Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $257K in Q2 2026.
  • 170 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.