IFG Advisory’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

IFG Advisory’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	$1.21M	Buy	23,884 +3,275	+16%	+$167K	0.04%	402
2026 Q2	$1.05M	Buy	+20,609	New	+$1.05M	0.04%	414
2026 Q1	–	Sell	-8,402	Closed	-$428K	–	645
2025 Q4	$428K	Sell	8,402 -750	-8%	-$38.2K	0.02%	543
2025 Q3	$467K	Buy	9,152 +267	+3%	+$13.6K	0.02%	508
2025 Q2	$452K	Sell	8,885 -2,405	-21%	-$122K	0.02%	486
2025 Q1	$574K	Buy	11,290 +538	+5%	+$27.3K	0.03%	414
2024 Q4	$545K	Buy	+10,752	New	+$546K	0.03%	399
2024 Q3	–	Sell	-8,984	Closed	-$456K	–	516
2024 Q2	$456K	Buy	+8,984	New	+$455K	0.03%	417
2024 Q1	–	Sell	-8,602	Closed	-$436K	–	482
2023 Q4	$436K	Sell	8,602 -7,832	-48%	-$396K	0.03%	387
2023 Q3	$829K	Buy	16,434 +63	+0.4%	+$3.18K	0.07%	251
2023 Q2	$829K	Sell	16,371 -1,050	-6%	-$53.1K	0.07%	231
2023 Q1	$885K	Sell	17,421 -3,006	-15%	-$152K	0.08%	227
2022 Q4	$1.03M	Sell	20,427 -375	-2%	-$18.9K	0.1%	205
2022 Q3	$1.05M	Buy	20,802 +16	+0.1%	+$809	0.1%	208
2022 Q2	$1.05M	Buy	20,786 +7	+0%	+$354	0.11%	185
2022 Q1	$1.05M	Sell	20,779 -1,795	-8%	-$91.2K	0.11%	202
2021 Q4	$1.15M	Sell	22,574 -2,169	-9%	-$111K	0.11%	187
2021 Q3	$1.26M	Sell	24,743 -4,793	-16%	-$245K	0.14%	175
2021 Q2	$1.51M	Buy	29,536 +9	+0%	+$460	0.17%	156
2021 Q1	$1.51M	Sell	29,527 -8,378	-22%	-$428K	0.19%	132
2020 Q4	$1.93M	Buy	37,905 +1,187	+3%	+$60.6K	0.27%	88
2020 Q3	$1.87M	Buy	36,718 +511	+1%	+$26.1K	0.3%	77
2020 Q2	$1.84M	Buy	36,207 +28,045	+344%	+$1.42M	0.33%	71
2020 Q1	$411K	Buy	8,162 +1,550	+23%	+$78.2K	0.09%	220
2019 Q4	$333K	Sell	6,612 -471	-7%	-$23.8K	0.06%	297
2019 Q3	$357K	Sell	7,083 -5,713	-45%	-$289K	0.07%	275
2019 Q2	$660K	Buy	+12,796	New	+$645K	0.12%	174

Other funds holding JMST

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 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

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

IFG Advisory's JMST Position: Q3 2026 in Review

IFG Advisory increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 16% in Q3 2026, buying an estimated $167K and bringing the position to 23,884 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #402.

IFG Advisory first reported a position in JMST in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.93M in Q4 2020. 383 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

IFG Advisory held 23,884 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.21M as of Q3 2026.
IFG Advisory bought 3,275 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $167K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.04% of IFG Advisory's portfolio in Q3 2026, its #402 holding.
IFG Advisory first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2019 and has held it in 27 quarters since.
IFG Advisory's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.93M in Q4 2020.
383 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.