FAI
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FAI Advisors, Inc.’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

FAI Advisors, Inc.’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 		– Sell
-10,913
Closed -$557K – 186
2026
Q2 		$557K Sell
10,913
-1,964
-15% -$100K 0.22% 84
2026
Q1 		$656K Buy
+12,877
New +$657K 0.29% 65

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HB Wealth Management
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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

FAI Advisors, Inc.'s JMST Position: Q3 2026 in Review

FAI Advisors, Inc. sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2026, closing a stake of 10,913 shares — an estimated $557K sold.

FAI Advisors, Inc. first reported a position in JMST in Q1 2026 and held it in 2 quarters. The position peaked at $656K in Q1 2026. 225 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • FAI Advisors, Inc. reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2026 after selling out during the quarter.
  • FAI Advisors, Inc. sold 10,913 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $557K.
  • FAI Advisors, Inc. first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2026 and held it in 2 quarters.
  • FAI Advisors, Inc.'s JPMorgan Ultra-Short Municipal Income ETF position peaked at $656K in Q1 2026.
  • 225 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on FAI Advisors, Inc.'s 13F filing for Q3 2026, filed 27 Oct 2026.