Perigon Wealth Management
JMST icon

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

Perigon 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 		$3.84M Sell
75,884
-6,113
-7% -$311K 0.06% 268
2026
Q2 		$4.18M Buy
81,997
+18,798
+30% +$957K 0.07% 262
2026
Q1 		$3.22M Buy
63,199
+18,505
+41% +$945K 0.06% 283
2025
Q4 		$2.28M Buy
44,694
+1,291
+3% +$65.8K 0.04% 338
2025
Q3 		$2.22M Sell
43,403
-31,179
-42% -$1.59M 0.05% 333
2025
Q2 		$3.8M Sell
74,582
-130,939
-64% -$6.65M 0.09% 227
2025
Q1 		$10.5M Buy
205,521
+126,497
+160% +$6.43M 0.27% 84
2024
Q4 		$4.01M Sell
79,024
-1,308
-2% -$66.4K 0.1% 196
2024
Q3 		$4.09M Sell
80,332
-14,305
-15% -$727K 0.11% 176
2024
Q2 		$4.8M Buy
94,637
+2,813
+3% +$142K 0.14% 145
2024
Q1 		$4.66M Buy
91,824
+1,435
+2% +$72.8K 0.14% 150
2023
Q4 		$4.59M Sell
90,389
-41,377
-31% -$2.09M 0.15% 140
2023
Q3 		$6.65M Buy
131,766
+56,949
+76% +$2.88M 0.27% 86
2023
Q2 		$3.79M Buy
74,817
+4,110
+6% +$208K 0.15% 142
2023
Q1 		$3.59M Buy
70,707
+147
+0.2% +$7.44K 0.2% 107
2022
Q4 		$3.57M Buy
70,560
+18,929
+37% +$955K 0.22% 107
2022
Q3 		$2.6M Buy
51,631
+872
+2% +$44.1K 0.22% 94
2022
Q2 		$2.57M Buy
50,759
+38,068
+300% +$1.92M 0.21% 98
2022
Q1 		$643K Hold
12,691
– – 0.05% 303
2021
Q4 		$648K Buy
12,691
+101
+0.8% +$5.16K 0.05% 286
2021
Q3 		$643K Buy
+12,590
New +$643K 0.06% 261

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
FSM Wealth Advisors
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
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

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

Perigon Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 7.5% in Q3 2026, selling an estimated $311K and leaving 75,884 shares worth $3.84M. The position accounts for 0.06% of the portfolio, ranked #268.

Perigon Wealth Management first reported a position in JMST in Q3 2021 and has held it in 21 quarters since. The position peaked at $10.5M in Q1 2025. 224 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Perigon Wealth Management held 75,884 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.84M as of Q3 2026.
  • Perigon Wealth Management sold 6,113 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $311K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.06% of Perigon Wealth Management's portfolio in Q3 2026, its #268 holding.
  • Perigon Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and has held it in 21 quarters since.
  • Perigon Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $10.5M in Q1 2025.
  • 224 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.