MF
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Meridian Financial’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Meridian Financial’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 		$582K Sell
11,507
-393
-3% -$20K 0.27% 74
2026
Q2 		$607K Buy
11,900
+3,078
+35% +$157K 0.29% 68
2026
Q1 		$450K Buy
8,822
+2,862
+48% +$146K 0.25% 79
2025
Q4 		$304K Buy
5,960
+16
+0.3% +$815 0.17% 105
2025
Q3 		$303K Buy
5,944
+604
+11% +$30.8K 0.17% 98
2025
Q2 		$272K Buy
5,340
+617
+13% +$31.3K 0.18% 99
2025
Q1 		$240K Sell
4,723
-299
-6% -$15.2K 0.17% 100
2024
Q4 		$255K Buy
5,022
+322
+7% +$16.4K 0.18% 96
2024
Q3 		$239K Buy
4,700
+26
+0.6% +$1.32K 0.16% 115
2024
Q2 		$237K Buy
4,674
+27
+0.6% +$1.37K 0.17% 107
2024
Q1 		$236K Buy
4,647
+27
+0.6% +$1.37K 0.18% 108
2023
Q4 		$234K Buy
4,620
+26
+0.6% +$1.32K 0.18% 99
2023
Q3 		$232K Buy
4,594
+25
+0.5% +$1.26K 0.22% 88
2023
Q2 		$231K Buy
4,569
+22
+0.5% +$1.11K 0.21% 89
2023
Q1 		$231K Buy
+4,547
New +$230K 0.22% 90
2022
Q1 		– Sell
-3,950
Closed -$202K – 99
2021
Q4 		$202K Buy
+3,950
New +$202K 0.19% 98

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

Meridian Financial's JMST Position: Q3 2026 in Review

Meridian Financial reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 3.3% in Q3 2026, selling an estimated $20K and leaving 11,507 shares worth $582K. The position accounts for 0.27% of the portfolio, ranked #74.

Meridian Financial first reported a position in JMST in Q4 2021 and has held it in 16 quarters since. The position peaked at $607K in Q2 2026. 363 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Meridian Financial held 11,507 shares of JPMorgan Ultra-Short Municipal Income ETF worth $582K as of Q3 2026.
  • Meridian Financial sold 393 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $20K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.27% of Meridian Financial's portfolio in Q3 2026, its #74 holding.
  • Meridian Financial first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 16 quarters since.
  • Meridian Financial's JPMorgan Ultra-Short Municipal Income ETF position peaked at $607K in Q2 2026.
  • 363 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Meridian Financial's 13F filing for Q3 2026, filed 14 Oct 2026.