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Matthew Hamilton Rosenberg’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Matthew Hamilton Rosenberg’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 		$15.8M Buy
312,862
+50,191
+19% +$2.55M 2.83% 7
2026
Q2 		$13.4M Sell
262,671
-6,833
-3% -$348K 2.5% 7
2026
Q1 		$13.7M Buy
269,504
+3,736
+1% +$191K 2.82% 7
2025
Q4 		$13.5M Buy
265,768
+12,049
+5% +$614K 2.8% 7
2025
Q3 		$12.9M Buy
253,719
+33,075
+15% +$1.69M 2.8% 7
2025
Q2 		$11.2M Buy
220,644
+12,485
+6% +$634K 2.61% 7
2025
Q1 		$10.6M Buy
208,159
+32,061
+18% +$1.63M 2.65% 7
2024
Q4 		$8.93M Buy
176,098
+20,408
+13% +$1.04M 2.32% 7
2024
Q3 		$7.93M Sell
155,690
-9,168
-6% -$466K 2.08% 9
2024
Q2 		$8.34M Sell
164,858
-13,064
-7% -$662K 2.46% 7
2024
Q1 		$9M Buy
177,922
+7,465
+4% +$379K 2.6% 8
2023
Q4 		$8.65M Sell
170,457
-16,260
-9% -$822K 2.66% 8
2023
Q3 		$9.42M Buy
186,717
+44,138
+31% +$2.23M 3.14% 5
2023
Q2 		$7.22M Sell
142,579
-13,407
-9% -$679K 2.44% 7
2023
Q1 		$7.92M Sell
155,986
-9,697
-6% -$491K 2.56% 7
2022
Q4 		$8.37M Buy
165,683
+91,812
+124% +$4.63M 2.84% 5
2022
Q3 		$3.72M Buy
73,871
+42,743
+137% +$2.16M 1.44% 14
2022
Q2 		$1.58M Buy
31,128
+1
+0% +$51 0.59% 28
2022
Q1 		$1.58M Sell
31,127
-5,761
-16% -$293K 0.55% 31
2021
Q4 		$1.88M Buy
+36,888
New +$1.88M 0.67% 27

Other funds holding JMST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
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
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Matthew Hamilton Rosenberg's JMST Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 19% in Q3 2026, buying an estimated $2.55M and bringing the position to 312,862 shares worth $15.8M. The position accounts for 2.83% of the portfolio, ranked #7.

Matthew Hamilton Rosenberg first reported a position in JMST in Q4 2021 and has held it in 20 quarters since. 201 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Matthew Hamilton Rosenberg held 312,862 shares of JPMorgan Ultra-Short Municipal Income ETF worth $15.8M as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 50,191 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $2.55M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 2.83% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #7 holding.
  • Matthew Hamilton Rosenberg first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 20 quarters since.
  • 201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.