Dynamic Advisor Solutions
JMST icon

Dynamic Advisor Solutions’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Dynamic Advisor Solutions’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 		$2.8M Buy
55,392
+4,336
+8% +$220K 0.08% 246
2026
Q2 		$2.6M Sell
51,056
-2,641
-5% -$134K 0.07% 268
2026
Q1 		$2.74M Buy
53,697
+2,045
+4% +$104K 0.09% 247
2025
Q4 		$2.63M Sell
51,652
-8,477
-14% -$432K 0.08% 249
2025
Q3 		$3.07M Sell
60,129
-2,412
-4% -$123K 0.09% 233
2025
Q2 		$3.18M Buy
62,541
+303
+0.5% +$15.4K 0.1% 225
2025
Q1 		$3.16M Sell
62,238
-1,586
-2% -$80.6K 0.1% 213
2024
Q4 		$3.24M Buy
63,824
+12,255
+24% +$622K 0.14% 158
2024
Q3 		$2.63M Sell
51,569
-13,757
-21% -$699K 0.08% 256
2024
Q2 		$3.31M Sell
65,326
-11,479
-15% -$581K 0.1% 224
2024
Q1 		$3.9M Buy
76,805
+2,020
+3% +$102K 0.13% 194
2023
Q4 		$3.79M Buy
74,785
+2,074
+3% +$105K 0.14% 194
2023
Q3 		$3.67M Sell
72,711
-1,383
-2% -$69.9K 0.17% 163
2023
Q2 		$3.75M Buy
74,094
+13,527
+22% +$685K 0.19% 145
2023
Q1 		$3.08M Sell
60,567
-10,987
-15% -$556K 0.18% 154
2022
Q4 		$3.62M Buy
71,554
+3,163
+5% +$160K 0.25% 103
2022
Q3 		$3.44M Buy
68,391
+3,249
+5% +$164K 0.26% 90
2022
Q2 		$3.3M Sell
65,142
-11,528
-15% -$583K 0.25% 94
2022
Q1 		$3.88M Buy
76,670
+9,494
+14% +$482K 0.27% 83
2021
Q4 		$3.43M Buy
67,176
+3,872
+6% +$198K 0.25% 96
2021
Q3 		$3.23M Buy
63,304
+20,798
+49% +$1.06M 0.24% 92
2021
Q2 		$2.17M Sell
42,506
-11,470
-21% -$586K 0.17% 146
2021
Q1 		$2.76M Buy
53,976
+5,691
+12% +$291K 0.26% 101
2020
Q4 		$2.46M Buy
48,285
+27,906
+137% +$1.42M 0.23% 113
2020
Q3 		$1.04M Buy
20,379
+920
+5% +$46.9K 0.12% 200
2020
Q2 		$992K Buy
19,459
+6,852
+54% +$348K 0.13% 183
2020
Q1 		$636K Buy
+12,607
New +$636K 0.12% 207

Other funds holding JMST

Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 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

Dynamic Advisor Solutions's JMST Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 8.5% in Q3 2026, buying an estimated $220K and bringing the position to 55,392 shares worth $2.8M. The position accounts for 0.08% of the portfolio, ranked #246.

Dynamic Advisor Solutions first reported a position in JMST in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.9M in Q1 2024. 150 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Dynamic Advisor Solutions held 55,392 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.8M as of Q3 2026.
  • Dynamic Advisor Solutions bought 4,336 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $220K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.08% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #246 holding.
  • Dynamic Advisor Solutions first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2020 and has held it in 27 quarters since.
  • Dynamic Advisor Solutions's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.9M in Q1 2024.
  • 150 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.