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

Forvis Mazars 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 		$7.92M Buy
156,652
+143,818
+1,121% +$7.31M 0.13% 74
2026
Q2 		$655K Sell
12,834
-2,061
-14% -$105K 0.01% 266
2026
Q1 		$759K Buy
14,895
+9,804
+193% +$500K 0.01% 235
2025
Q4 		$259K Sell
5,091
-17,988
-78% -$916K ﹤0.01% 372
2025
Q3 		$1.18M Buy
23,079
+18,555
+410% +$946K 0.02% 194
2025
Q2 		$230K Buy
+4,524
New +$230K 0.01% 382
2023
Q1 		– Sell
-4,432
Closed -$224K – 412
2022
Q4 		$224K Sell
4,432
-7,306
-62% -$368K 0.01% 364
2022
Q3 		$590K Buy
11,738
+5,365
+84% +$271K 0.02% 240
2022
Q2 		$323K Sell
6,373
-24,926
-80% -$1.26M 0.01% 314
2022
Q1 		$1.58M Sell
31,299
-3,135
-9% -$159K 0.07% 122
2021
Q4 		$1.76M Buy
34,434
+16,811
+95% +$858K 0.07% 111
2021
Q3 		$900K Buy
+17,623
New +$900K 0.04% 138

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
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
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Forvis Mazars Wealth Advisors's JMST Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 1,121% in Q3 2026, buying an estimated $7.31M and bringing the position to 156,652 shares worth $7.92M. The position accounts for 0.13% of the portfolio, ranked #74.

Forvis Mazars Wealth Advisors first reported a position in JMST in Q3 2021 and has held it in 12 quarters since. 392 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 156,652 shares of JPMorgan Ultra-Short Municipal Income ETF worth $7.92M as of Q3 2026.
  • Forvis Mazars Wealth Advisors bought 143,818 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $7.31M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.13% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #74 holding.
  • Forvis Mazars Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and has held it in 12 quarters since.
  • 392 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

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