FWA
JMST icon

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

FSM 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
Q2 		$25.9M Buy
508,803
+31,678
+7% +$1.61M 2.76% 9
2026
Q1 		$24.3M Sell
477,125
-137,930
-22% -$7.04M 3.13% 9
2025
Q4 		$31.3M Buy
615,055
+15,629
+3% +$796K 4.29% 5
2025
Q3 		$30.6M Buy
599,426
+7,492
+1% +$382K 4.33% 4
2025
Q2 		$30.1M Sell
591,934
-3,525
-0.6% -$179K 4.89% 3
2025
Q1 		$30.3M Buy
595,459
+621
+0.1% +$31.6K 6.81% 1
2024
Q4 		$30.2M Buy
594,838
+1,140
+0.2% +$57.9K 7.39% 1
2024
Q3 		$30.2M Buy
593,698
+517,187
+676% +$26.3M 8.02% 1
2024
Q2 		$3.88M Buy
76,511
+4,444
+6% +$225K 1.3% 21
2024
Q1 		$3.66M Buy
72,067
+4,202
+6% +$213K 1.3% 22
2023
Q4 		$3.44M Buy
67,865
+457
+0.7% +$23.1K 1.46% 20
2023
Q3 		$3.4M Buy
67,408
+10,527
+19% +$532K 1.71% 18
2023
Q2 		$2.87M Buy
56,881
+10,185
+22% +$516K 1.44% 18
2023
Q1 		$2.37M Buy
46,696
+11,288
+32% +$572K 1.38% 19
2022
Q4 		$1.79M Buy
35,408
+2,944
+9% +$148K 1.27% 22
2022
Q3 		$1.63M Buy
32,464
+3,601
+12% +$182K 1.36% 19
2022
Q2 		$1.46M Buy
+28,863
New +$1.46M 1.45% 22

Other funds holding JMST

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return