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

Potentia Wealth’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	$9.18M	Buy	+181,554	New	+$9.23M	3.53%	6

Other funds holding JMST

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Potentia Wealth's JMST Position: Q3 2026 in Review

Potentia Wealth opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2026: 181,554 shares worth $9.18M. The stake represents 3.53% of the portfolio and ranks #6 among its holdings.

411 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Potentia Wealth held 181,554 shares of JPMorgan Ultra-Short Municipal Income ETF worth $9.18M as of Q3 2026.
JPMorgan Ultra-Short Municipal Income ETF was a new Potentia Wealth position in Q3 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 3.53% of Potentia Wealth's portfolio in Q3 2026, its #6 holding.
411 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Potentia Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.