Financial Gravity Asset Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Financial Gravity Asset 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 Q1	–	Sell	-270	Closed	-$13.8K	–	957
2025 Q4	$13.8K	Hold	270	–	–	﹤0.01%	433
2025 Q3	$13.8K	Buy	+270	New	+$13.8K	﹤0.01%	509
2025 Q1	$13.7K	Buy	+270	New	+$13.7K	﹤0.01%	550
2024 Q2	$13.7K	Buy	+270	New	+$13.7K	﹤0.01%	436
2021 Q3	–	Sell	-29	Closed	-$51K	–	980
2021 Q2	$51K	Buy	+29	New	+$1.48K	0.02%	562

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Financial Gravity Asset Management's JMST Position: Q1 2026 in Review

Financial Gravity Asset Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2026, closing a stake of 270 shares — an estimated $13.8K sold.

Financial Gravity Asset Management first reported a position in JMST in Q2 2021 and held it in 5 quarters. The position peaked at $51K in Q2 2021. 556 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Financial Gravity Asset Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
Financial Gravity Asset Management sold 270 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $13.8K.
Financial Gravity Asset Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2021 and held it in 5 quarters.
Financial Gravity Asset Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $51K in Q2 2021.
556 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.