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

FAI 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 		– Sell
-10,913
Closed -$557K – 186
2026
Q2 		$557K Sell
10,913
-1,964
-15% -$100K 0.22% 84
2026
Q1 		$656K Buy
+12,877
New +$657K 0.29% 65

Other funds holding JMST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

FAI Advisors's JMST Position: Q3 2026 in Review

FAI Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2026, closing a stake of 10,913 shares — an estimated $557K sold.

FAI Advisors first reported a position in JMST in Q1 2026 and held it in 2 quarters. The position peaked at $656K in Q1 2026. 411 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • FAI Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2026 after selling out during the quarter.
  • FAI Advisors sold 10,913 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $557K.
  • FAI Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2026 and held it in 2 quarters.
  • FAI Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $656K in Q1 2026.
  • 411 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.