GPS Wealth Strategies Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

GPS Wealth Strategies 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
2025 Q4	$7.79K	Sell	153 -49,483	-100%	-$2.52M	0.01%	422
2025 Q3	$2.53M	Sell	49,636 -5,282	-10%	-$269K	0.27%	62
2025 Q2	$2.8M	Buy	54,918 +28,676	+109%	+$1.46M	0.32%	56
2025 Q1	$1.33M	Buy	26,242 +17,854	+213%	+$907K	0.18%	88
2024 Q4	$425K	Sell	8,388 -6,456	-43%	-$328K	0.05%	193
2024 Q3	$756K	Buy	14,844 +302	+2%	+$15.4K	0.1%	137
2024 Q2	$738K	Sell	14,542 -203	-1%	-$10.3K	0.11%	124
2024 Q1	$748K	Sell	14,745 -7,420	-33%	-$376K	0.12%	123
2023 Q4	$1.12M	Sell	22,165 -449	-2%	-$22.7K	0.21%	90
2023 Q3	$1.14M	Buy	22,614 +2,870	+15%	+$145K	0.22%	86
2023 Q2	$1M	Sell	19,744 -2,868	-13%	-$145K	0.19%	93
2023 Q1	$1.15M	Buy	+22,612	New	+$1.14M	0.24%	77

Other funds holding JMST

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GPS Wealth Strategies Group's JMST Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 100% in Q4 2025, selling an estimated $2.52M and leaving 153 shares worth $7.79K. The position accounts for 0.01% of the portfolio, ranked #422.

GPS Wealth Strategies Group first reported a position in JMST in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.8M in Q2 2025. 546 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

GPS Wealth Strategies Group held 153 shares of JPMorgan Ultra-Short Municipal Income ETF worth $7.79K as of Q4 2025.
GPS Wealth Strategies Group sold 49,483 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2025, an estimated $2.52M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #422 holding.
GPS Wealth Strategies Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and has held it in 12 quarters since.
GPS Wealth Strategies Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.8M in Q2 2025.
546 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.