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Opal Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Opal Wealth Advisors’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 		$11.9M Buy
235,409
+10,559
+5% +$537K 2.48% 8
2026
Q2 		$11.5M Buy
224,850
+6,855
+3% +$349K 2.48% 8
2026
Q1 		$11.1M Buy
217,995
+9,547
+5% +$487K 2.51% 6
2025
Q4 		$10.6M Buy
208,448
+2,735
+1% +$139K 2.77% 6
2025
Q3 		$10.5M Buy
205,713
+16,016
+8% +$816K 2.92% 6
2025
Q2 		$9.7M Sell
189,697
-3,736
-2% -$190K 2.68% 6
2025
Q1 		$9.8M Buy
193,433
+33,079
+21% +$1.68M 3.03% 6
2024
Q4 		$8.13M Sell
160,354
-4,453
-3% -$226K 2.44% 8
2024
Q3 		$8.4M Buy
164,807
+14,460
+10% +$735K 2.63% 9
2024
Q2 		$7.63M Buy
150,347
+5,580
+4% +$283K 2.45% 8
2024
Q1 		$7.35M Buy
144,767
+17,342
+14% +$880K 2.49% 9
2023
Q4 		$6.47M Buy
127,425
+16,978
+15% +$858K 2.55% 11
2023
Q3 		$5.57M Buy
+110,447
New +$5.58M 3.26% 6
2023
Q1 		– Sell
-5,850
Closed -$296K – 131
2022
Q4 		$296K Buy
+5,850
New +$295K 0.16% 82
2022
Q1 		– Sell
-57,939
Closed -$2.96M – 121
2021
Q4 		$2.96M Buy
+57,939
New +$2.96M 1.87% 11

Other funds holding JMST

Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 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
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Opal Wealth Advisors's JMST Position: Q3 2026 in Review

Opal Wealth Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 4.7% in Q3 2026, buying an estimated $537K and bringing the position to 235,409 shares worth $11.9M. The position accounts for 2.48% of the portfolio, ranked #8.

Opal Wealth Advisors first reported a position in JMST in Q4 2021 and has held it in 15 quarters since. 127 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Opal Wealth Advisors held 235,409 shares of JPMorgan Ultra-Short Municipal Income ETF worth $11.9M as of Q3 2026.
  • Opal Wealth Advisors bought 10,559 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $537K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 2.48% of Opal Wealth Advisors's portfolio in Q3 2026, its #8 holding.
  • Opal Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 15 quarters since.
  • 127 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.