LexAurum Advisors
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LexAurum Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

LexAurum Advisors’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 		$636K Sell
12,571
-26,538
-68% -$1.35M 0.07% 209
2026
Q2 		$1.99M Buy
39,109
+670
+2% +$34.1K 0.23% 82
2026
Q1 		$1.96M Buy
+38,439
New +$1.96M 0.25% 77
2025
Q3 		$2.33M Buy
45,604
+9,737
+27% +$496K 0.33% 58
2025
Q2 		$1.83M Buy
35,867
+30,076
+519% +$1.53M 0.29% 70
2025
Q1 		$294K Buy
+5,791
New +$294K 0.06% 272
2023
Q3 		– Sell
-17,914
Closed -$907K – 292
2023
Q2 		$907K Sell
17,914
-3,281
-15% -$166K 0.27% 78
2023
Q1 		$1.08M Sell
21,195
-749
-3% -$37.9K 0.36% 62
2022
Q4 		$1.11M Sell
21,944
-930
-4% -$46.9K 0.4% 53
2022
Q3 		$1.15M Buy
22,874
+1,444
+7% +$73K 0.44% 48
2022
Q2 		$1.08M Buy
21,430
+2,396
+13% +$121K 0.41% 51
2022
Q1 		$964K Buy
19,034
+4,322
+29% +$220K 0.31% 68
2021
Q4 		$751K Sell
14,712
-1,387
-9% -$70.8K 0.24% 87
2021
Q3 		$822K Sell
16,099
-184
-1% -$9.4K 0.24% 102
2021
Q2 		$831K Buy
16,283
+514
+3% +$26.2K 0.25% 103
2021
Q1 		$805K Buy
15,769
+2,054
+15% +$105K 0.28% 86
2020
Q4 		$700K Buy
13,715
+6,549
+91% +$334K 0.25% 97
2020
Q3 		$365K Buy
7,166
+2,336
+48% +$119K 0.15% 144
2020
Q2 		$246K Sell
4,830
-65
-1% -$3.3K 0.13% 164
2020
Q1 		$247K Sell
4,895
-235
-5% -$11.9K 0.17% 132
2019
Q4 		$259K Sell
5,130
-1,495
-23% -$75.5K 0.13% 171
2019
Q3 		$334K Buy
6,625
+1,625
+33% +$82.1K 0.2% 128
2019
Q2 		$252K Buy
+5,000
New +$252K 0.16% 133

Other funds holding JMST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

LexAurum Advisors's JMST Position: Q3 2026 in Review

LexAurum Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 68% in Q3 2026, selling an estimated $1.35M and leaving 12,571 shares worth $636K. The position accounts for 0.07% of the portfolio, ranked #209.

LexAurum Advisors first reported a position in JMST in Q2 2019 and has held it in 23 quarters since. The position peaked at $2.33M in Q3 2025. 411 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • LexAurum Advisors held 12,571 shares of JPMorgan Ultra-Short Municipal Income ETF worth $636K as of Q3 2026.
  • LexAurum Advisors sold 26,538 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $1.35M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.07% of LexAurum Advisors's portfolio in Q3 2026, its #209 holding.
  • LexAurum Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2019 and has held it in 23 quarters since.
  • LexAurum Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.33M in Q3 2025.
  • 411 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.