M Wealth Management LLC’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

M Wealth Management 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	$400K	Buy	7,912 +49	+0.6%	+$2.49K	0.31%	46
2026 Q2	$401K	Buy	7,863 +51	+0.7%	+$2.6K	0.31%	45
2026 Q1	$398K	Buy	7,812 +48	+0.6%	+$2.45K	0.34%	38
2025 Q4	$395K	Buy	7,764 +53	+0.7%	+$2.7K	0.34%	33
2025 Q3	$394K	Hold	7,711	–	–	0.35%	31
2025 Q2	$393K	Hold	7,711	–	–	0.36%	28
2025 Q1	$392K	Hold	7,711	–	–	0.37%	29
2024 Q4	$391K	Buy	+7,711	New	+$392K	0.36%	30

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

M Wealth Management LLC's JMST Position: Q3 2026 in Review

M Wealth Management LLC increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.62% in Q3 2026, buying an estimated $2.49K and bringing the position to 7,912 shares worth $400K. The position accounts for 0.31% of the portfolio, ranked #46.

M Wealth Management LLC first reported a position in JMST in Q4 2024 and has held it in 8 quarters since. The position peaked at $401K in Q2 2026. 152 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

M Wealth Management LLC held 7,912 shares of JPMorgan Ultra-Short Municipal Income ETF worth $400K as of Q3 2026.
M Wealth Management LLC bought 49 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $2.49K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.31% of M Wealth Management LLC's portfolio in Q3 2026, its #46 holding.
M Wealth Management LLC first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 8 quarters since.
M Wealth Management LLC's JPMorgan Ultra-Short Municipal Income ETF position peaked at $401K in Q2 2026.
152 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.