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

Private Wealth Group’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	$335K	Buy	6,629 +657	+11%	+$33.4K	0.13%	51
2026 Q2	$305K	Buy	5,972 +428	+8%	+$21.8K	0.12%	65
2026 Q1	$283K	Buy	5,544 +95	+2%	+$4.85K	0.13%	53
2025 Q4	$278K	Sell	5,449 -11	-0.2%	-$560	0.13%	54
2025 Q3	$279K	Sell	5,460 -1,970	-27%	-$100K	0.14%	56
2025 Q2	$378K	Sell	7,430 -1,178	-14%	-$59.8K	0.2%	48
2025 Q1	$438K	Sell	8,608 -55	-0.6%	-$2.8K	0.26%	40
2024 Q4	$439K	Buy	+8,663	New	+$440K	0.21%	46

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

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

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Private Wealth Group's JMST Position: Q3 2026 in Review

Private Wealth Group increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 11% in Q3 2026, buying an estimated $33.4K and bringing the position to 6,629 shares worth $335K. The position accounts for 0.13% of the portfolio, ranked #51.

Private Wealth Group first reported a position in JMST in Q4 2024 and has held it in 8 quarters since. The position peaked at $439K in Q4 2024. 363 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Private Wealth Group held 6,629 shares of JPMorgan Ultra-Short Municipal Income ETF worth $335K as of Q3 2026.
Private Wealth Group bought 657 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $33.4K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.13% of Private Wealth Group's portfolio in Q3 2026, its #51 holding.
Private Wealth Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 8 quarters since.
Private Wealth Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $439K in Q4 2024.
363 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.