KL
JMST icon

KWMG LLC’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

KWMG LLC’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 		$443K Sell
8,758
-10,086
-54% -$513K 0.03% 119
2026
Q2 		$961K Sell
18,844
-1,419
-7% -$72.3K 0.07% 101
2026
Q1 		$1.03M Sell
20,263
-2,312
-10% -$118K 0.09% 99
2025
Q4 		$1.15M Sell
22,575
-3,113
-12% -$159K 0.1% 100
2025
Q3 		$1.31M Sell
25,688
-1,204
-4% -$61.4K 0.11% 98
2025
Q2 		$1.37M Sell
26,892
-3,903
-13% -$198K 0.13% 98
2025
Q1 		$1.57M Sell
30,795
-1,242
-4% -$63.1K 0.16% 96
2024
Q4 		$1.62M Sell
32,037
-960
-3% -$48.8K 0.17% 97
2024
Q3 		$1.68M Buy
32,997
+1,159
+4% +$58.9K 0.17% 96
2024
Q2 		$1.62M Buy
31,838
+425
+1% +$21.5K 0.17% 96
2024
Q1 		$1.59M Buy
31,413
+1,227
+4% +$62.2K 0.17% 95
2023
Q4 		$1.53M Buy
30,186
+737
+3% +$37.3K 0.18% 95
2023
Q3 		$1.49M Buy
29,449
+300
+1% +$15.2K 0.19% 96
2023
Q2 		$1.48M Buy
29,149
+779
+3% +$39.4K 0.18% 98
2023
Q1 		$1.44M Buy
28,370
+427
+2% +$21.6K 0.19% 100
2022
Q4 		$1.41M Buy
27,943
+2,802
+11% +$141K 0.2% 100
2022
Q3 		$1.26M Buy
25,141
+799
+3% +$40.4K 0.19% 102
2022
Q2 		$1.23M Buy
24,342
+1,375
+6% +$69.5K 0.19% 104
2022
Q1 		$1.16M Buy
22,967
+1,798
+8% +$91.3K 0.16% 105
2021
Q4 		$1.08M Buy
21,169
+9,719
+85% +$496K 0.15% 106
2021
Q3 		$585K Buy
11,450
+4,339
+61% +$222K 0.09% 115
2021
Q2 		$363K Buy
7,111
+2,186
+44% +$112K 0.05% 124
2021
Q1 		$251K Buy
+4,925
New +$251K 0.04% 133

Other funds holding JMST

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

KWMG LLC's JMST Position: Q3 2026 in Review

KWMG LLC reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 54% in Q3 2026, selling an estimated $513K and leaving 8,758 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #119.

KWMG LLC first reported a position in JMST in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.68M in Q3 2024. 31 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • KWMG LLC held 8,758 shares of JPMorgan Ultra-Short Municipal Income ETF worth $443K as of Q3 2026.
  • KWMG LLC sold 10,086 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $513K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of KWMG LLC's portfolio in Q3 2026, its #119 holding.
  • KWMG LLC first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and has held it in 23 quarters since.
  • KWMG LLC's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.68M in Q3 2024.
  • 31 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.