Global Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Global Wealth 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 Q3	$22.1M	Sell	437,550 -64,845	-13%	-$3.3M	12.04%	2
2026 Q2	$25.6M	Sell	502,395 -20,313	-4%	-$1.03M	13.05%	1
2026 Q1	$26.6M	Buy	522,708 +6	+0%	+$306	14.53%	1
2025 Q4	$26.6M	Sell	522,702 -8,880	-2%	-$452K	14.33%	1
2025 Q3	$27.1M	Buy	531,582 +7,209	+1%	+$367K	14.24%	1
2025 Q2	$26.7M	Buy	524,373 +7,491	+1%	+$380K	14.63%	2
2025 Q1	$26.3M	Buy	516,882 +121,460	+31%	+$6.17M	15.16%	2
2024 Q4	$20.1M	Buy	395,422 +101,090	+34%	+$5.13M	12.8%	2
2024 Q3	$15M	Buy	+294,332	New	+$15M	10.14%	4

Other funds holding JMST

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Global Wealth Management's JMST Position: Q3 2026 in Review

Global Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 13% in Q3 2026, selling an estimated $3.3M and leaving 437,550 shares worth $22.1M. The position accounts for 12.04% of the portfolio, ranked #2.

Global Wealth Management first reported a position in JMST in Q3 2024 and has held it in 9 quarters since. The position peaked at $27.1M in Q3 2025. 153 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Global Wealth Management held 437,550 shares of JPMorgan Ultra-Short Municipal Income ETF worth $22.1M as of Q3 2026.
Global Wealth Management sold 64,845 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $3.3M.
JPMorgan Ultra-Short Municipal Income ETF made up 12.04% of Global Wealth Management's portfolio in Q3 2026, its #2 holding.
Global Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and has held it in 9 quarters since.
Global Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $27.1M in Q3 2025.
153 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Global Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.