Klingman & Associates’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Klingman & 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
2026 Q3	$575K	Sell	11,379 -3,914	-26%	-$199K	0.02%	201
2026 Q2	$780K	Sell	15,293 -106,481	-87%	-$5.42M	0.03%	165
2026 Q1	$6.21M	Buy	121,774 +74,345	+157%	+$3.79M	0.3%	45
2025 Q4	$2.42M	Buy	47,429 +13,008	+38%	+$663K	0.12%	77
2025 Q3	$1.76M	Buy	34,421 +9,544	+38%	+$486K	0.09%	90
2025 Q2	$1.27M	Sell	24,877 -7,324	-23%	-$372K	0.07%	100
2025 Q1	$1.64M	Buy	32,201 +12,000	+59%	+$610K	0.1%	81
2024 Q4	$1.02M	Sell	20,201 -14,522	-42%	-$738K	0.06%	101
2024 Q3	$1.77M	Sell	34,723 -3,394	-9%	-$173K	0.11%	81
2024 Q2	$1.93M	Sell	38,117 -11,379	-23%	-$576K	0.13%	69
2024 Q1	$2.51M	Sell	49,496 -27,208	-35%	-$1.38M	0.17%	56
2023 Q4	$3.89M	Sell	76,704 -27,883	-27%	-$1.41M	0.29%	42
2023 Q3	$5.28M	Sell	104,587 -105,018	-50%	-$5.31M	0.43%	38
2023 Q2	$10.6M	Sell	209,605 -78,008	-27%	-$3.95M	0.86%	28
2023 Q1	$14.6M	Sell	287,613 -403,755	-58%	-$20.4M	1.26%	26
2022 Q4	$34.9M	Buy	691,368 +106,695	+18%	+$5.38M	3.06%	8
2022 Q3	$29.4M	Buy	584,673 +94,825	+19%	+$4.79M	2.89%	11
2022 Q2	$24.8M	Sell	489,848 -43,030	-8%	-$2.17M	2.42%	13
2022 Q1	$27M	Sell	532,878 -9,744	-2%	-$495K	2.29%	13
2021 Q4	$27.7M	Buy	542,622 +57,535	+12%	+$2.94M	2.38%	14
2021 Q3	$24.8M	Buy	485,087 +122,435	+34%	+$6.25M	2.31%	13
2021 Q2	$18.5M	Buy	362,652 +65,925	+22%	+$3.37M	1.78%	19
2021 Q1	$15.1M	Buy	296,727 +47,762	+19%	+$2.44M	1.57%	20
2020 Q4	$12.7M	Buy	248,965 +149,940	+151%	+$7.65M	1.47%	19
2020 Q3	$5.05M	Buy	99,025 +82,300	+492%	+$4.2M	0.68%	25
2020 Q2	$853K	Buy	+16,725	New	+$849K	0.13%	56
2019 Q3	–	Sell	-15,500	Closed	-$782K	–	123
2019 Q2	$782K	Buy	+15,500	New	+$781K	0.15%	56

Other funds holding JMST

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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 Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Klingman & Associates's JMST Position: Q3 2026 in Review

Klingman & Associates reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 26% in Q3 2026, selling an estimated $199K and leaving 11,379 shares worth $575K. The position accounts for 0.02% of the portfolio, ranked #201.

Klingman & Associates first reported a position in JMST in Q2 2019 and has held it in 27 quarters since. The position peaked at $34.9M in Q4 2022. 147 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Klingman & Associates held 11,379 shares of JPMorgan Ultra-Short Municipal Income ETF worth $575K as of Q3 2026.
Klingman & Associates sold 3,914 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $199K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.02% of Klingman & Associates's portfolio in Q3 2026, its #201 holding.
Klingman & Associates first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2019 and has held it in 27 quarters since.
Klingman & Associates's JPMorgan Ultra-Short Municipal Income ETF position peaked at $34.9M in Q4 2022.
147 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.