MBM Wealth Consultants
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MBM Wealth Consultants’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

MBM Wealth Consultants’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 		$12.8M Buy
252,284
+6,605
+3% +$336K 2.34% 13
2026
Q2 		$12.5M Buy
245,679
+9,124
+4% +$465K 2.42% 13
2026
Q1 		$12.1M Sell
236,555
-974
-0.4% -$49.7K 2.77% 11
2025
Q4 		$12.1M Sell
237,529
-19,319
-8% -$984K 2.88% 11
2025
Q3 		$13.1M Buy
256,848
+8,401
+3% +$428K 3.26% 11
2025
Q2 		$12.7M Buy
248,447
+3,834
+2% +$195K 3.39% 9
2025
Q1 		$12.4M Sell
244,613
-8,429
-3% -$428K 3.68% 9
2024
Q4 		$12.8M Sell
253,042
-13,001
-5% -$660K 3.82% 8
2024
Q3 		$13.6M Buy
266,043
+7,857
+3% +$399K 4.27% 6
2024
Q2 		$13.1M Buy
258,186
+33,742
+15% +$1.71M 4.46% 5
2024
Q1 		$11.4M Buy
224,444
+3,777
+2% +$192K 4.01% 8
2023
Q4 		$11.2M Sell
220,667
-9,503
-4% -$481K 4.18% 8
2023
Q3 		$11.6M Sell
230,170
-42,589
-16% -$2.15M 5.05% 5
2023
Q2 		$13.8M Sell
272,759
-80,664
-23% -$4.08M 5.91% 4
2023
Q1 		$18M Hold
353,423
– – 7.33% 4
2022
Q4 		$17.9M Sell
353,423
-11,296
-3% -$570K 8.28% 4
2022
Q3 		$18.3M Buy
364,719
+15,266
+4% +$771K 8.83% 4
2022
Q2 		$17.7M Buy
+349,453
New +$17.7M 8.65% 4

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

MBM Wealth Consultants's JMST Position: Q3 2026 in Review

MBM Wealth Consultants increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2.7% in Q3 2026, buying an estimated $336K and bringing the position to 252,284 shares worth $12.8M. The position accounts for 2.34% of the portfolio, ranked #13.

MBM Wealth Consultants first reported a position in JMST in Q2 2022 and has held it in 18 quarters since. The position peaked at $18.3M in Q3 2022. 201 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • MBM Wealth Consultants held 252,284 shares of JPMorgan Ultra-Short Municipal Income ETF worth $12.8M as of Q3 2026.
  • MBM Wealth Consultants bought 6,605 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $336K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 2.34% of MBM Wealth Consultants's portfolio in Q3 2026, its #13 holding.
  • MBM Wealth Consultants first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and has held it in 18 quarters since.
  • MBM Wealth Consultants's JPMorgan Ultra-Short Municipal Income ETF position peaked at $18.3M in Q3 2022.
  • 201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on MBM Wealth Consultants's 13F filing for Q3 2026, filed 20 Oct 2026.