Diversified Trust’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Diversified Trust’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	$127M	Buy	+2,517,690	New	+$128M	2.71%	6

Other funds holding JMST

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 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

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversified Trust's JMST Position: Q3 2026 in Review

Diversified Trust opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2026: 2,517,690 shares worth $127M. The stake represents 2.71% of the portfolio and ranks #6 among its holdings.

363 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Diversified Trust held 2,517,690 shares of JPMorgan Ultra-Short Municipal Income ETF worth $127M as of Q3 2026.
JPMorgan Ultra-Short Municipal Income ETF was a new Diversified Trust position in Q3 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 2.71% of Diversified Trust's portfolio in Q3 2026, its #6 holding.
363 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.