Integrated Advisors Network
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Integrated Advisors Network’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Integrated Advisors Network’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 		$309K Buy
6,121
+1,972
+48% +$100K 0.01% 547
2026
Q2 		$212K Buy
+4,149
New +$211K 0.01% 646
2026
Q1 		– Sell
-16,185
Closed -$824K – 742
2025
Q4 		$824K Sell
16,185
-34,206
-68% -$1.74M 0.04% 379
2025
Q3 		$2.57M Buy
50,391
+1,254
+3% +$63.9K 0.11% 208
2025
Q2 		$2.5M Sell
49,137
-119
-0.2% -$6.04K 0.11% 206
2025
Q1 		$2.5M Sell
49,256
-924
-2% -$47K 0.13% 174
2024
Q4 		$2.54M Buy
50,180
+84
+0.2% +$4.27K 0.12% 182
2024
Q3 		$2.55M Buy
50,096
+86
+0.2% +$4.37K 0.12% 187
2024
Q2 		$2.54M Sell
50,010
-1,619
-3% -$82K 0.13% 184
2024
Q1 		$2.62M Sell
51,629
-1,679
-3% -$85.2K 0.13% 186
2023
Q4 		$2.7M Sell
53,308
-80,768
-60% -$4.08M 0.15% 172
2023
Q3 		$6.76M Sell
134,076
-18,121
-12% -$916K 0.41% 58
2023
Q2 		$7.71M Sell
152,197
-6,938
-4% -$351K 0.44% 47
2023
Q1 		$8.08M Sell
159,135
-1,161
-0.7% -$58.8K 0.49% 44
2022
Q4 		$8.1M Sell
160,296
-34,448
-18% -$1.74M 0.52% 39
2022
Q3 		$9.8M Sell
194,744
-75,305
-28% -$3.81M 0.67% 29
2022
Q2 		$13.7M Buy
270,049
+68,312
+34% +$3.45M 0.89% 20
2022
Q1 		$10.2M Sell
201,737
-171
-0.1% -$8.69K 0.6% 34
2021
Q4 		$10.3M Buy
201,908
+11,714
+6% +$598K 0.61% 34
2021
Q3 		$9.7M Buy
190,194
+10,036
+6% +$513K 0.64% 30
2021
Q2 		$9.2M Sell
180,158
-45,721
-20% -$2.33M 0.68% 29
2021
Q1 		$11.5M Buy
+225,879
New +$11.5M 1.05% 20

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

Integrated Advisors Network's JMST Position: Q3 2026 in Review

Integrated Advisors Network increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 48% in Q3 2026, buying an estimated $100K and bringing the position to 6,121 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #547.

Integrated Advisors Network first reported a position in JMST in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.7M in Q2 2022. 411 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Integrated Advisors Network held 6,121 shares of JPMorgan Ultra-Short Municipal Income ETF worth $309K as of Q3 2026.
  • Integrated Advisors Network bought 1,972 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $100K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Integrated Advisors Network's portfolio in Q3 2026, its #547 holding.
  • Integrated Advisors Network first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and has held it in 22 quarters since.
  • Integrated Advisors Network's JPMorgan Ultra-Short Municipal Income ETF position peaked at $13.7M in Q2 2022.
  • 411 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.