IAG Wealth Partners
JMST icon

IAG Wealth Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

IAG Wealth Partners’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 		$2.07M Buy
40,952
+1,321
+3% +$67.2K 0.19% 63
2026
Q2 		$2.02M Buy
39,631
+81
+0.2% +$4.12K 0.2% 59
2026
Q1 		$2.02M Buy
39,550
+5,719
+17% +$292K 0.23% 59
2025
Q4 		$1.72M Buy
33,831
+5,604
+20% +$285K 0.2% 58
2025
Q3 		$1.44M Sell
28,227
-22,944
-45% -$1.17M 0.17% 59
2025
Q2 		$2.61M Buy
51,171
+29,605
+137% +$1.5M 0.34% 45
2025
Q1 		$1.1M Buy
21,566
+6,668
+45% +$339K 0.17% 61
2024
Q4 		$755K Sell
14,898
-3,904
-21% -$198K 0.13% 60
2024
Q3 		$958K Buy
18,802
+9,318
+98% +$474K 0.18% 54
2024
Q2 		$481K Buy
9,484
+3,749
+65% +$190K 0.1% 64
2024
Q1 		$291K Sell
5,735
-30,247
-84% -$1.53M 0.06% 76
2023
Q4 		$1.83M Buy
35,982
+4,862
+16% +$246K 0.42% 37
2023
Q3 		$1.57M Sell
31,120
-39,258
-56% -$1.98M 0.44% 35
2023
Q2 		$3.56M Buy
+70,378
New +$3.56M 0.94% 23

Other funds holding JMST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

IAG Wealth Partners's JMST Position: Q3 2026 in Review

IAG Wealth Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 3.3% in Q3 2026, buying an estimated $67.2K and bringing the position to 40,952 shares worth $2.07M. The position accounts for 0.19% of the portfolio, ranked #63.

IAG Wealth Partners first reported a position in JMST in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.56M in Q2 2023. 411 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • IAG Wealth Partners held 40,952 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.07M as of Q3 2026.
  • IAG Wealth Partners bought 1,321 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $67.2K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.19% of IAG Wealth Partners's portfolio in Q3 2026, its #63 holding.
  • IAG Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2023 and has held it in 14 quarters since.
  • IAG Wealth Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.56M in Q2 2023.
  • 411 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.