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

Roberts 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	$287K	Buy	5,683 +1,272	+29%	+$64.7K	0.06%	97
2026 Q2	$225K	Buy	+4,411	New	+$225K	0.05%	110
2024 Q4	–	Sell	-9,150	Closed	-$465K	–	102
2024 Q3	$465K	Hold	9,150	–	–	0.15%	75
2024 Q2	$464K	Sell	9,150 -3,940	-30%	-$200K	0.16%	75
2024 Q1	$662K	Sell	13,090 -4,967	-28%	-$252K	0.25%	69
2023 Q4	$2.75M	Sell	18,057 -500	-3%	-$25.3K	0.43%	50
2023 Q3	$935K	Sell	18,557 -10,188	-35%	-$515K	0.41%	60
2023 Q2	$1.46M	Sell	28,745 -200	-0.7%	-$10.1K	0.64%	49
2023 Q1	$1.47M	Sell	28,945 -23,894	-45%	-$1.21M	0.67%	47
2022 Q4	$2.67M	Sell	52,839 -22,974	-30%	-$1.16M	1.29%	27
2022 Q3	$3.81M	Sell	75,813 -5,550	-7%	-$280K	1.87%	15
2022 Q2	$4.12M	Sell	81,363 -15,515	-16%	-$784K	1.8%	12
2022 Q1	$4.9M	Sell	96,878 -6,100	-6%	-$310K	1.92%	11
2021 Q4	$5.26M	Sell	102,978 -7,541	-7%	-$385K	1.89%	12
2021 Q3	$5.64M	Buy	+110,519	New	+$5.64M	2.23%	10

Other funds holding JMST

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

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

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

Roberts Wealth Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 29% in Q3 2026, buying an estimated $64.7K and bringing the position to 5,683 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #97.

Roberts Wealth Advisors first reported a position in JMST in Q3 2021 and has held it in 15 quarters since. The position peaked at $5.64M in Q3 2021. 194 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Roberts Wealth Advisors held 5,683 shares of JPMorgan Ultra-Short Municipal Income ETF worth $287K as of Q3 2026.
Roberts Wealth Advisors bought 1,272 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $64.7K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.06% of Roberts Wealth Advisors's portfolio in Q3 2026, its #97 holding.
Roberts Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and has held it in 15 quarters since.
Roberts Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $5.64M in Q3 2021.
194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.