Eagle Bluffs Wealth Management
JMST icon

Eagle Bluffs Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Eagle Bluffs Wealth Management’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 		$665K Sell
13,144
-1,298
-9% -$66K 0.23% 56
2026
Q2 		$737K Sell
14,442
-1,205
-8% -$61.4K 0.25% 54
2026
Q1 		$798K Sell
15,647
-90
-0.6% -$4.59K 0.31% 50
2025
Q4 		$803K Sell
15,737
-200
-1% -$10.2K 0.33% 49
2025
Q3 		$813K Sell
15,937
-100
-0.6% -$5.1K 0.35% 51
2025
Q2 		$817K Buy
16,037
+124
+0.8% +$6.29K 0.39% 50
2025
Q1 		$809K Sell
15,913
-99
-0.6% -$5.03K 0.43% 50
2024
Q4 		$814K Sell
16,012
-79
-0.5% -$4.01K 0.44% 48
2024
Q3 		$820K Buy
16,091
+21
+0.1% +$1.07K 0.44% 47
2024
Q2 		$815K Buy
16,070
+453
+3% +$22.9K 0.47% 47
2024
Q1 		$792K Buy
15,617
+2,271
+17% +$115K 0.49% 48
2023
Q4 		$679K Buy
+13,346
New +$675K 0.46% 49
2023
Q3 		– Sell
-4,721
Closed -$239K – 70
2023
Q2 		$239K Sell
4,721
-1,797
-28% -$91K 0.18% 64
2023
Q1 		$331K Buy
6,518
+50
+0.8% +$2.53K 0.27% 57
2022
Q4 		$327K Hold
6,468
– – 0.34% 56
2022
Q3 		$325K Buy
6,468
+527
+9% +$26.6K 0.38% 54
2022
Q2 		$301K Sell
5,941
-2,055
-26% -$104K 0.32% 57
2022
Q1 		$405K Buy
7,996
+119
+2% +$6.04K 0.39% 55
2021
Q4 		$402K Buy
+7,877
New +$402K 0.42% 50

Other funds holding JMST

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

Eagle Bluffs Wealth Management's JMST Position: Q3 2026 in Review

Eagle Bluffs Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 9% in Q3 2026, selling an estimated $66K and leaving 13,144 shares worth $665K. The position accounts for 0.23% of the portfolio, ranked #56.

Eagle Bluffs Wealth Management first reported a position in JMST in Q4 2021 and has held it in 19 quarters since. The position peaked at $820K in Q3 2024. 201 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Eagle Bluffs Wealth Management held 13,144 shares of JPMorgan Ultra-Short Municipal Income ETF worth $665K as of Q3 2026.
  • Eagle Bluffs Wealth Management sold 1,298 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $66K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.23% of Eagle Bluffs Wealth Management's portfolio in Q3 2026, its #56 holding.
  • Eagle Bluffs Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Eagle Bluffs Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $820K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.