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

PFW 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	$1.98M	Buy	39,141 +16,221	+71%	+$825K	0.59%	35
2026 Q2	$1.17M	Buy	22,920 +6,965	+44%	+$355K	0.34%	55
2026 Q1	$813K	Buy	15,955 +3,868	+32%	+$197K	0.26%	68
2025 Q4	$616K	Buy	12,087 +5,723	+90%	+$292K	0.19%	76
2025 Q3	$325K	Sell	6,364 -1,684	-21%	-$85.8K	0.1%	102
2025 Q2	$410K	Buy	+8,048	New	+$408K	0.13%	94

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

PFW Advisors's JMST Position: Q3 2026 in Review

PFW Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 71% in Q3 2026, buying an estimated $825K and bringing the position to 39,141 shares worth $1.98M. The position accounts for 0.59% of the portfolio, ranked #35.

PFW Advisors first reported a position in JMST in Q2 2025 and has held it in 6 quarters since. 147 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

PFW Advisors held 39,141 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.98M as of Q3 2026.
PFW Advisors bought 16,221 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $825K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.59% of PFW Advisors's portfolio in Q3 2026, its #35 holding.
PFW Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2025 and has held it in 6 quarters since.
147 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.