Mainsail Financial Group
JMST icon

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

Mainsail 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 		$8.58M Buy
169,752
+41,291
+32% +$2.1M 2.89% 15
2026
Q2 		$6.55M Buy
128,461
+36,418
+40% +$1.85M 2.23% 16
2026
Q1 		$4.69M Buy
92,043
+17,269
+23% +$881K 1.96% 19
2025
Q4 		$3.81M Buy
+74,774
New +$3.81M 1.58% 20

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
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
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

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

Mainsail Financial Group increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 32% in Q3 2026, buying an estimated $2.1M and bringing the position to 169,752 shares worth $8.58M. The position accounts for 2.89% of the portfolio, ranked #15.

Mainsail Financial Group first reported a position in JMST in Q4 2025 and has held it in 4 quarters since. 383 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Mainsail Financial Group held 169,752 shares of JPMorgan Ultra-Short Municipal Income ETF worth $8.58M as of Q3 2026.
  • Mainsail Financial Group bought 41,291 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $2.1M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 2.89% of Mainsail Financial Group's portfolio in Q3 2026, its #15 holding.
  • Mainsail Financial Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 383 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Mainsail Financial Group's 13F filing for Q3 2026, filed 23 Oct 2026.