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

Encompass Wealth 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 		$6.77M Buy
133,970
+85,149
+174% +$4.33M 1% 21
2026
Q2 		$2.49M Buy
48,821
+4,913
+11% +$250K 0.76% 27
2026
Q1 		$2.24M Buy
43,908
+9
+0% +$459 0.78% 27
2025
Q4 		$2.24M Sell
43,899
-3,060
-7% -$156K 0.76% 26
2025
Q3 		$2.4M Buy
46,959
+1,080
+2% +$55K 0.82% 26
2025
Q2 		$2.34M Sell
45,879
-7,940
-15% -$403K 0.86% 25
2025
Q1 		$2.74M Sell
53,819
-840
-2% -$42.7K 1.11% 20
2024
Q4 		$2.77M Buy
54,659
+482
+0.9% +$24.5K 1.12% 19
2024
Q3 		$2.76M Sell
54,177
-3,032
-5% -$154K 0.69% 27
2024
Q2 		$2.9M Buy
57,209
+18
+0% +$912 0.77% 24
2024
Q1 		$2.9M Sell
57,191
-9,422
-14% -$478K 0.77% 24
2023
Q4 		$3.38M Buy
66,613
+888
+1% +$44.9K 1.01% 21
2023
Q3 		$3.32M Sell
65,725
-578
-0.9% -$29.2K 1.1% 19
2023
Q2 		$3.36M Buy
66,303
+655
+1% +$33.2K 1.09% 20
2023
Q1 		$3.33M Buy
65,648
+13
+0% +$658 1.13% 20
2022
Q4 		$3.32M Buy
65,635
+5
+0% +$252 1.21% 19
2022
Q3 		$3.3M Sell
65,630
-995
-1% -$50.3K 1.26% 19
2022
Q2 		$3.38M Sell
66,625
-3,093
-4% -$156K 1.19% 20
2022
Q1 		$3.53M Sell
69,718
-1,523
-2% -$77.4K 0.89% 26
2021
Q4 		$3.64M Buy
71,241
+6,526
+10% +$333K 0.89% 26
2021
Q3 		$3.3M Buy
64,715
+3,741
+6% +$191K 0.86% 26
2021
Q2 		$3.11M Buy
60,974
+9,591
+19% +$490K 0.77% 33
2021
Q1 		$2.62M Buy
51,383
+6,267
+14% +$320K 0.67% 33
2020
Q4 		$2.3M Buy
+45,116
New +$2.3M 1.33% 17

Other funds holding JMST

Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Encompass Wealth Advisors's JMST Position: Q3 2026 in Review

Encompass Wealth Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 174% in Q3 2026, buying an estimated $4.33M and bringing the position to 133,970 shares worth $6.77M. The position accounts for 1% of the portfolio, ranked #21.

Encompass Wealth Advisors first reported a position in JMST in Q4 2020 and has held it in 24 quarters since. 140 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Encompass Wealth Advisors held 133,970 shares of JPMorgan Ultra-Short Municipal Income ETF worth $6.77M as of Q3 2026.
  • Encompass Wealth Advisors bought 85,149 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $4.33M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 1% of Encompass Wealth Advisors's portfolio in Q3 2026, its #21 holding.
  • Encompass Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and has held it in 24 quarters since.
  • 140 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

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