Intergy Private Wealth
JMST icon

Intergy Private Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Intergy Private Wealth’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 		$781K Sell
15,447
-1,449
-9% -$73.7K 0.18% 63
2026
Q2 		$862K Sell
16,896
-329
-2% -$16.8K 0.2% 59
2026
Q1 		$878K Buy
17,225
+474
+3% +$24.2K 0.26% 53
2025
Q4 		$853K Buy
16,751
+528
+3% +$26.9K 0.26% 52
2025
Q3 		$828K Buy
16,223
+260
+2% +$13.3K 0.26% 53
2025
Q2 		$813K Sell
15,963
-154
-1% -$7.82K 0.28% 52
2025
Q1 		$820K Sell
16,117
-530
-3% -$26.9K 0.31% 47
2024
Q4 		$844K Sell
16,647
-3,845
-19% -$195K 0.32% 49
2024
Q3 		$1.04M Buy
20,492
+78
+0.4% +$3.96K 0.4% 39
2024
Q2 		$1.04M Sell
20,414
-1,181
-5% -$59.8K 0.43% 37
2024
Q1 		$1.1M Sell
21,595
-171
-0.8% -$8.67K 0.45% 37
2023
Q4 		$1.1M Buy
21,766
+83
+0.4% +$4.2K 0.48% 36
2023
Q3 		$1.09M Buy
21,683
+343
+2% +$17.3K 0.55% 33
2023
Q2 		$1.08M Buy
21,340
+1,135
+6% +$57.5K 0.53% 37
2023
Q1 		$1.03M Buy
20,205
+6,669
+49% +$338K 0.57% 33
2022
Q4 		$684K Buy
13,536
+9,091
+205% +$458K 0.43% 39
2022
Q3 		$224K Sell
4,445
-1,535
-26% -$77.6K 0.16% 60
2022
Q2 		$303K Buy
+5,980
New +$302K 0.24% 52

Other funds holding JMST

Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 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
GWM
Global Wealth Management Kingston, New Jersey $184M AUM 13.59% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Intergy Private Wealth's JMST Position: Q3 2026 in Review

Intergy Private Wealth reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 8.6% in Q3 2026, selling an estimated $73.7K and leaving 15,447 shares worth $781K. The position accounts for 0.18% of the portfolio, ranked #63.

Intergy Private Wealth first reported a position in JMST in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.1M in Q4 2023. 184 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Intergy Private Wealth held 15,447 shares of JPMorgan Ultra-Short Municipal Income ETF worth $781K as of Q3 2026.
  • Intergy Private Wealth sold 1,449 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $73.7K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.18% of Intergy Private Wealth's portfolio in Q3 2026, its #63 holding.
  • Intergy Private Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and has held it in 18 quarters since.
  • Intergy Private Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.1M in Q4 2023.
  • 184 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.