Helen Stephens Group
JMST icon

Helen Stephens Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Helen Stephens 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 		$11.2M Buy
220,543
+24,924
+13% +$1.27M 1.78% 14
2026
Q2 		$10M Buy
195,619
+31,609
+19% +$1.61M 1.69% 14
2026
Q1 		$8.36M Buy
164,010
+64,362
+65% +$3.29M 1.67% 15
2025
Q4 		$5.08M Buy
99,648
+27,861
+39% +$1.42M 1.07% 18
2025
Q3 		$3.66M Buy
71,787
+19,684
+38% +$1M 0.81% 21
2025
Q2 		$2.65M Sell
52,103
-7,770
-13% -$394K 0.66% 25
2025
Q1 		$3.04M Buy
59,873
+6,003
+11% +$305K 0.86% 21
2024
Q4 		$2.73M Buy
53,870
+6,529
+14% +$332K 0.81% 22
2024
Q3 		$2.41M Buy
47,341
+25,913
+121% +$1.32M 0.73% 22
2024
Q2 		$1.09M Buy
21,428
+11,083
+107% +$561K 0.38% 37
2024
Q1 		$525K Buy
10,345
+4,301
+71% +$218K 0.2% 47
2023
Q4 		$307K Buy
+6,044
New +$306K 0.14% 57

Other funds holding JMST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Interchange Capital Partners
Interchange Capital Partners Pittsburgh, Pennsylvania $598M AUM 31.79% 1-Year Est. Return
FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $184M AUM 13.59% 1-Year Est. Return

Helen Stephens Group's JMST Position: Q3 2026 in Review

Helen Stephens Group increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 13% in Q3 2026, buying an estimated $1.27M and bringing the position to 220,543 shares worth $11.2M. The position accounts for 1.78% of the portfolio, ranked #14.

Helen Stephens Group first reported a position in JMST in Q4 2023 and has held it in 12 quarters since. 261 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Helen Stephens Group held 220,543 shares of JPMorgan Ultra-Short Municipal Income ETF worth $11.2M as of Q3 2026.
  • Helen Stephens Group bought 24,924 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $1.27M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 1.78% of Helen Stephens Group's portfolio in Q3 2026, its #14 holding.
  • Helen Stephens Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 12 quarters since.
  • 261 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.