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

Marion Wealth Management’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	$1.03M	Hold	20,326	–	–	0.2%	84
2026 Q2	$1.04M	Buy	20,326 +3,618	+22%	+$184K	0.21%	83
2026 Q1	$852K	Hold	16,708	–	–	0.19%	83
2025 Q4	$853K	Buy	16,708 +2,562	+18%	+$131K	0.19%	82
2025 Q3	$722K	Buy	14,146 +1,301	+10%	+$66.3K	0.17%	84
2025 Q2	$654K	Buy	12,845 +3,003	+31%	+$152K	0.16%	85
2025 Q1	$500K	Buy	9,842 +2,156	+28%	+$110K	0.13%	88
2024 Q4	$390K	Buy	7,686 +1,849	+32%	+$93.9K	0.1%	96
2024 Q3	$297K	Buy	5,837 +1,428	+32%	+$72.6K	0.08%	112
2024 Q2	$224K	Buy	+4,409	New	+$223K	0.07%	116

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

Marion Wealth Management's JMST Position: Q3 2026 in Review

Marion Wealth Management held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q3 2026 at 20,326 shares worth $1.03M. The position accounts for 0.2% of the portfolio, ranked #84.

Marion Wealth Management first reported a position in JMST in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q2 2026. 183 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Marion Wealth Management held 20,326 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.03M as of Q3 2026.
Marion Wealth Management left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q3 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.2% of Marion Wealth Management's portfolio in Q3 2026, its #84 holding.
Marion Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2024 and has held it in 10 quarters since.
Marion Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.04M in Q2 2026.
183 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.