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

MY 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	$15.1M	Buy	297,844 +156,661	+111%	+$7.97M	10.99%	1
2026 Q2	$7.2M	Buy	141,183 +103,225	+272%	+$5.26M	5.07%	6
2026 Q1	$1.93M	Sell	37,958 -80,917	-68%	-$4.13M	1.87%	14
2025 Q4	$6.06M	Sell	118,875 -129,907	-52%	-$6.62M	5.28%	7
2025 Q3	$12.7M	Sell	248,782 -50,638	-17%	-$2.58M	11.14%	2
2025 Q2	$15.2M	Buy	299,420 +261,462	+689%	+$13.3M	14.61%	1
2025 Q1	$1.93M	Buy	+37,958	New	+$1.93M	1.87%	14

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

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

MY Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 111% in Q3 2026, buying an estimated $7.97M and bringing the position to 297,844 shares worth $15.1M. The position accounts for 10.99% of the portfolio, ranked #1.

MY Wealth Management first reported a position in JMST in Q1 2025 and has held it in 7 quarters since. The position peaked at $15.2M in Q2 2025. 170 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

MY Wealth Management held 297,844 shares of JPMorgan Ultra-Short Municipal Income ETF worth $15.1M as of Q3 2026.
MY Wealth Management bought 156,661 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $7.97M.
JPMorgan Ultra-Short Municipal Income ETF made up 10.99% of MY Wealth Management's portfolio in Q3 2026, its #1 holding.
MY Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and has held it in 7 quarters since.
MY Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $15.2M in Q2 2025.
170 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on MY Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.