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Gerald Baker Financial Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Gerald Baker Financial Group’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 		$269K Sell
5,311
-956
-15% -$48.6K 0.08% 111
2026
Q2 		$320K Buy
6,267
+431
+7% +$21.9K 0.09% 108
2026
Q1 		$298K Buy
+5,836
New +$298K 0.09% 103

Other funds holding JMST

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 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

Gerald Baker Financial Group's JMST Position: Q3 2026 in Review

Gerald Baker Financial Group reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 15% in Q3 2026, selling an estimated $48.6K and leaving 5,311 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #111.

Gerald Baker Financial Group first reported a position in JMST in Q1 2026 and has held it in 3 quarters since. The position peaked at $320K in Q2 2026. 31 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Gerald Baker Financial Group held 5,311 shares of JPMorgan Ultra-Short Municipal Income ETF worth $269K as of Q3 2026.
  • Gerald Baker Financial Group sold 956 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $48.6K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.08% of Gerald Baker Financial Group's portfolio in Q3 2026, its #111 holding.
  • Gerald Baker Financial Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Gerald Baker Financial Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $320K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Gerald Baker Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.