Gradient Investments’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Gradient Investments’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	$20.5M	Buy	404,776 +47,931	+13%	+$2.44M	0.29%	96
2026 Q2	$18.2M	Buy	356,845 +84,397	+31%	+$4.3M	0.25%	122
2026 Q1	$13.9M	Buy	272,448 +63,481	+30%	+$3.24M	0.22%	136
2025 Q4	$10.6M	Buy	208,967 +63,204	+43%	+$3.22M	0.17%	155
2025 Q3	$7.44M	Buy	145,763 +49,405	+51%	+$2.52M	0.12%	159
2025 Q2	$4.91M	Buy	96,358 +47,115	+96%	+$2.39M	0.09%	162
2025 Q1	$2.5M	Buy	+49,243	New	+$2.5M	0.05%	170
2023 Q2	–	Sell	-1,175	Closed	-$59.7K	–	1833
2023 Q1	$59.7K	Buy	1,175 +16	+1%	+$810	﹤0.01%	469
2022 Q4	$58.6K	Sell	1,159 -510	-31%	-$25.7K	﹤0.01%	471
2022 Q3	$84K	Sell	1,669 -38	-2%	-$1.92K	﹤0.01%	396
2022 Q2	$86K	Sell	1,707 -966	-36%	-$48.8K	﹤0.01%	401
2022 Q1	$135K	Sell	2,673 -19	-0.7%	-$965	﹤0.01%	335
2021 Q4	$137K	Sell	2,692 -2,382	-47%	-$122K	﹤0.01%	321
2021 Q3	$259K	Buy	5,074 +283	+6%	+$14.5K	0.01%	259
2021 Q2	$245K	Buy	4,791 +331	+7%	+$16.9K	0.01%	261
2021 Q1	$228K	Buy	4,460 +477	+12%	+$24.3K	0.01%	271
2020 Q4	$203K	Sell	3,983 -148	-4%	-$7.55K	0.01%	249
2020 Q3	$211K	Buy	4,131 +1,465	+55%	+$74.7K	0.01%	248
2020 Q2	$136K	Buy	+2,666	New	+$135K	0.01%	268

Other funds holding JMST

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

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

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Gradient Investments's JMST Position: Q3 2026 in Review

Gradient Investments increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 13% in Q3 2026, buying an estimated $2.44M and bringing the position to 404,776 shares worth $20.5M. The position accounts for 0.29% of the portfolio, ranked #96.

Gradient Investments first reported a position in JMST in Q2 2020 and has held it in 19 quarters since. 26 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Gradient Investments held 404,776 shares of JPMorgan Ultra-Short Municipal Income ETF worth $20.5M as of Q3 2026.
Gradient Investments bought 47,931 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $2.44M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.29% of Gradient Investments's portfolio in Q3 2026, its #96 holding.
Gradient Investments first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2020 and has held it in 19 quarters since.
26 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.