Peterson Wealth Advisors
JMST icon

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

Peterson 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 		$1.36M Sell
26,813
-9,320
-26% -$474K 0.16% 35
2026
Q2 		$1.84M Buy
36,133
+12,142
+51% +$618K 0.22% 31
2026
Q1 		$1.22M Sell
23,991
-1,390
-5% -$70.9K 0.16% 35
2025
Q4 		$1.29M Sell
25,381
-2,585
-9% -$132K 0.17% 36
2025
Q3 		$1.42M Sell
27,966
-50
-0.2% -$2.55K 0.21% 36
2025
Q2 		$1.43M Buy
28,016
+16,497
+143% +$837K 0.24% 36
2025
Q1 		$583K Buy
11,519
+597
+5% +$30.3K 0.11% 51
2024
Q4 		$554K Sell
10,922
-2,027
-16% -$103K 0.1% 51
2024
Q3 		$660K Buy
12,949
+4,869
+60% +$248K 0.12% 43
2024
Q2 		$410K Buy
+8,080
New +$409K 0.09% 52

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

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

Peterson Wealth Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 26% in Q3 2026, selling an estimated $474K and leaving 26,813 shares worth $1.36M. The position accounts for 0.16% of the portfolio, ranked #35.

Peterson Wealth Advisors first reported a position in JMST in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.84M in Q2 2026. 525 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Peterson Wealth Advisors held 26,813 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.36M as of Q3 2026.
  • Peterson Wealth Advisors sold 9,320 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $474K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.16% of Peterson Wealth Advisors's portfolio in Q3 2026, its #35 holding.
  • Peterson Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2024 and has held it in 10 quarters since.
  • Peterson Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.84M in Q2 2026.
  • 525 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Peterson Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.