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

Farther Finance 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 		$15.4M Buy
305,286
+44,893
+17% +$2.28M 0.11% 161
2026
Q2 		$13.3M Buy
260,393
+57,451
+28% +$2.93M 0.1% 170
2026
Q1 		$10.3M Buy
202,942
+50,478
+33% +$2.58M 0.1% 188
2025
Q4 		$7.77M Buy
152,464
+47,183
+45% +$2.4M 0.08% 215
2025
Q3 		$5.37M Buy
105,281
+54,735
+108% +$2.79M 0.08% 208
2025
Q2 		$2.57M Buy
50,546
+33,186
+191% +$1.68M 0.05% 306
2025
Q1 		$883K Buy
17,360
+6,021
+53% +$306K 0.02% 560
2024
Q4 		$575K Sell
11,339
-4,451
-28% -$226K 0.02% 536
2024
Q3 		$804K Buy
15,790
+15,331
+3,340% +$779K 0.03% 416
2024
Q2 		$23.2K Sell
459
-5,803
-93% -$294K ﹤0.01% 1735
2024
Q1 		$317K Buy
6,262
+6,193
+8,975% +$314K 0.02% 529
2023
Q4 		$3.5K Buy
+69
New +$3.49K ﹤0.01% 2152

Other funds holding JMST

GI
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
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
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Farther Finance Advisors's JMST Position: Q3 2026 in Review

Farther Finance Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 17% in Q3 2026, buying an estimated $2.28M and bringing the position to 305,286 shares worth $15.4M. The position accounts for 0.11% of the portfolio, ranked #161.

Farther Finance Advisors first reported a position in JMST in Q4 2023 and has held it in 12 quarters since. 26 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Farther Finance Advisors held 305,286 shares of JPMorgan Ultra-Short Municipal Income ETF worth $15.4M as of Q3 2026.
  • Farther Finance Advisors bought 44,893 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $2.28M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.11% of Farther Finance Advisors's portfolio in Q3 2026, its #161 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 12 quarters since.
  • 26 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.