Mallini Complete Financial Planning’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Mallini Complete Financial Planning’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	$768K	Buy	15,187 +95	+0.6%	+$4.83K	0.54%	17
2026 Q2	$770K	Buy	15,092 +97	+0.6%	+$4.94K	0.55%	12
2026 Q1	$764K	Buy	14,995 +93	+0.6%	+$4.75K	0.61%	10
2025 Q4	$759K	Buy	14,902 +101	+0.7%	+$5.14K	0.61%	12
2025 Q3	$755K	Buy	14,801 +103	+0.7%	+$5.25K	0.61%	12
2025 Q2	$748K	Buy	14,698 +1,898	+15%	+$96.3K	0.95%	12
2025 Q1	$651K	Buy	12,800 +93	+0.7%	+$4.73K	0.62%	15
2024 Q4	$644K	Buy	+12,707	New	+$645K	0.61%	15

Other funds holding JMST

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 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

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Mallini Complete Financial Planning's JMST Position: Q3 2026 in Review

Mallini Complete Financial Planning increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.63% in Q3 2026, buying an estimated $4.83K and bringing the position to 15,187 shares worth $768K. The position accounts for 0.54% of the portfolio, ranked #17.

Mallini Complete Financial Planning first reported a position in JMST in Q4 2024 and has held it in 8 quarters since. The position peaked at $770K in Q2 2026. 363 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Mallini Complete Financial Planning held 15,187 shares of JPMorgan Ultra-Short Municipal Income ETF worth $768K as of Q3 2026.
Mallini Complete Financial Planning bought 95 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $4.83K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.54% of Mallini Complete Financial Planning's portfolio in Q3 2026, its #17 holding.
Mallini Complete Financial Planning first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 8 quarters since.
Mallini Complete Financial Planning's JPMorgan Ultra-Short Municipal Income ETF position peaked at $770K in Q2 2026.
363 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q3 2026, filed 6 Oct 2026.