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Kathleen S. Wright Associates’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$2.07M Sell
40,637
-776
-2% -$39.6K 0.77% 30
2025
Q2 		$2.11M Sell
41,413
-9
-0% -$457 0.82% 28
2025
Q1 		$2.11M Sell
41,422
-1,380
-3% -$70.1K 0.87% 27
2024
Q4 		$2.17M Sell
42,802
-1,645
-4% -$83.6K 0.9% 26
2024
Q3 		$2.26M Buy
44,447
+3
+0% +$152 0.93% 26
2024
Q2 		$2.26M Buy
44,444
+7,701
+21% +$390K 1.04% 25
2024
Q1 		$1.86M Buy
36,743
+682
+2% +$34.6K 0.88% 28
2023
Q4 		$1.83M Sell
36,061
-1,376
-4% -$69.6K 0.93% 28
2023
Q3 		$1.89M Buy
37,437
+5,286
+16% +$267K 1.06% 26
2023
Q2 		$1.63M Sell
32,151
-7,049
-18% -$357K 1.04% 25
2023
Q1 		$1.99M Sell
39,200
-10,104
-20% -$512K 1.31% 22
2022
Q4 		$2.49M Buy
49,304
+8,781
+22% +$443K 1.69% 16
2022
Q3 		$2.04M Buy
40,523
+5,407
+15% +$273K 1.65% 17
2022
Q2 		$1.78M Buy
35,116
+617
+2% +$31.2K 1.5% 22
2022
Q1 		$1.75M Buy
34,499
+1,516
+5% +$77K 1.27% 23
2021
Q4 		$1.68M Buy
+32,983
New +$1.68M 1.24% 24

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kathleen S. Wright Associates's JMST Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 1.9% in Q3 2025, selling an estimated $39.6K and leaving 40,637 shares worth $2.07M. The position accounts for 0.77% of the portfolio, ranked #30.

Kathleen S. Wright Associates first reported a position in JMST in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.49M in Q4 2022. 498 funds tracked by Wall St. Rank hold JMST as of Q3 2025.

  • Kathleen S. Wright Associates held 40,637 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.07M as of Q3 2025.
  • Kathleen S. Wright Associates sold 776 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2025, an estimated $39.6K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.77% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #30 holding.
  • Kathleen S. Wright Associates first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 16 quarters since.
  • Kathleen S. Wright Associates's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.49M in Q4 2022.
  • 498 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.