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

Mission 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	–	Sell	-43,360	Closed	-$2.21M	–	925
2026 Q2	$2.21M	Buy	+43,360	New	+$2.21M	0.03%	288
2024 Q2	–	Sell	-8,907	Closed	-$452K	–	709
2024 Q1	$452K	Sell	8,907 -882	-9%	-$44.7K	0.01%	460
2023 Q4	$497K	Sell	9,789 -1,063	-10%	-$53.8K	0.02%	375
2023 Q3	$547K	Buy	+10,852	New	+$549K	0.02%	323
2023 Q2	–	Sell	-5,114	Closed	-$260K	–	563
2023 Q1	$260K	Sell	5,114 -16,597	-76%	-$840K	0.01%	465
2022 Q4	$1.1M	Sell	21,711 -21,952	-50%	-$1.11M	0.05%	194
2022 Q3	$2.2M	Buy	43,663 +830	+2%	+$41.9K	0.12%	108
2022 Q2	$2.17M	Sell	42,833 -42,122	-50%	-$2.13M	0.11%	103
2022 Q1	$4.3M	Sell	84,955 -21,639	-20%	-$1.1M	0.2%	66
2021 Q4	$5.44M	Sell	106,594 -65,289	-38%	-$3.33M	0.24%	55
2021 Q3	$8.78M	Buy	171,883 +92,528	+117%	+$4.73M	0.45%	33
2021 Q2	$4.05M	Sell	79,355 -17,511	-18%	-$894K	0.21%	57
2021 Q1	$4.94M	Sell	96,866 -5,774	-6%	-$295K	0.29%	48
2020 Q4	$5.24M	Buy	102,640 +87,479	+577%	+$4.46M	0.33%	45
2020 Q3	$773K	Buy	+15,161	New	+$773K	0.06%	154

Other funds holding JMST

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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

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

Interchange Capital Partners Pittsburgh, Pennsylvania $598M AUM 31.79% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $184M AUM 13.59% 1-Year Est. Return

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

Mission Wealth Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2026, closing a stake of 43,360 shares — an estimated $2.21M sold.

Mission Wealth Management first reported a position in JMST in Q3 2020 and held it in 15 quarters. The position peaked at $8.78M in Q3 2021. 259 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Mission Wealth Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2026 after selling out during the quarter.
Mission Wealth Management sold 43,360 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $2.21M.
Mission Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2020 and held it in 15 quarters.
Mission Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $8.78M in Q3 2021.
259 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.