Elevation Wealth Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Elevation Wealth Partners’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	$141K	Hold	2,790	–	–	0.04%	173
2026 Q2	$142K	Hold	2,790	–	–	0.04%	164
2026 Q1	$142K	Hold	2,790	–	–	0.05%	143
2025 Q4	$142K	Hold	2,790	–	–	0.05%	138
2025 Q3	$142K	Hold	2,790	–	–	0.05%	141
2025 Q2	$142K	Hold	2,790	–	–	0.06%	141
2025 Q1	$141K	Hold	2,790	–	–	0.06%	132
2024 Q4	$141K	Hold	2,790	–	–	0.06%	136
2024 Q3	$142K	Hold	2,790	–	–	0.06%	138
2024 Q2	$142K	Hold	2,790	–	–	0.07%	135
2024 Q1	$142K	Hold	2,790	–	–	0.07%	132
2023 Q4	$142K	Hold	2,790	–	–	0.08%	123
2023 Q3	$141K	Sell	2,790 -1,980	-42%	-$100K	0.12%	76
2023 Q2	$242K	Hold	4,770	–	–	0.2%	52
2023 Q1	$242K	Buy	+4,770	New	+$242K	0.22%	53

Other funds holding JMST

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Elevation Wealth Partners's JMST Position: Q3 2026 in Review

Elevation Wealth Partners held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q3 2026 at 2,790 shares worth $141K. The position accounts for 0.04% of the portfolio, ranked #173.

Elevation Wealth Partners first reported a position in JMST in Q1 2023 and has held it in 15 quarters since. The position peaked at $242K in Q1 2023. 29 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Elevation Wealth Partners held 2,790 shares of JPMorgan Ultra-Short Municipal Income ETF worth $141K as of Q3 2026.
Elevation Wealth Partners left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q3 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.04% of Elevation Wealth Partners's portfolio in Q3 2026, its #173 holding.
Elevation Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $242K in Q1 2023.
29 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.