Leverty Financial Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Leverty Financial Group’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	$6.64M	Buy	131,413 +32,428	+33%	+$1.65M	1.21%	12
2026 Q2	$5.05M	Buy	98,985 +23,345	+31%	+$1.19M	0.98%	13
2026 Q1	$3.86M	Buy	75,640 +47,049	+165%	+$2.4M	0.85%	14
2025 Q4	$1.46M	Buy	28,591 +9,134	+47%	+$465K	0.35%	17
2025 Q3	$993K	Buy	19,457 +1,347	+7%	+$68.7K	0.26%	16
2025 Q2	$922K	Sell	18,110 -933	-5%	-$47.4K	0.28%	17
2025 Q1	$968K	Buy	+19,043	New	+$968K	0.4%	15

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

Leverty Financial Group's JMST Position: Q3 2026 in Review

Leverty Financial Group increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 33% in Q3 2026, buying an estimated $1.65M and bringing the position to 131,413 shares worth $6.64M. The position accounts for 1.21% of the portfolio, ranked #12.

Leverty Financial Group first reported a position in JMST in Q1 2025 and has held it in 7 quarters since. 150 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Leverty Financial Group held 131,413 shares of JPMorgan Ultra-Short Municipal Income ETF worth $6.64M as of Q3 2026.
Leverty Financial Group bought 32,428 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $1.65M.
JPMorgan Ultra-Short Municipal Income ETF made up 1.21% of Leverty Financial Group's portfolio in Q3 2026, its #12 holding.
Leverty Financial Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and has held it in 7 quarters since.
150 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.