Robinson Smith Wealth Advisors
JMST icon

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

Robinson Smith 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 		$2.82M Sell
55,850
-1,645
-3% -$83.6K 1.73% 15
2026
Q2 		$2.93M Sell
57,495
-11,374
-17% -$579K 1.76% 15
2026
Q1 		$3.51M Sell
68,869
-6,363
-8% -$325K 2.38% 10
2025
Q4 		$3.83M Sell
75,232
-1,841
-2% -$93.8K 2.62% 10
2025
Q3 		$3.93M Buy
77,073
+17,772
+30% +$906K 2.82% 9
2025
Q2 		$3.02M Buy
59,301
+7,563
+15% +$384K 2.41% 12
2025
Q1 		$2.63M Buy
51,738
+1,888
+4% +$95.9K 2.2% 11
2024
Q4 		$2.53M Buy
49,850
+4,381
+10% +$223K 2.14% 12
2024
Q3 		$2.32M Buy
45,469
+6,734
+17% +$342K 1.97% 12
2024
Q2 		$1.97M Buy
38,735
+1,939
+5% +$98.2K 1.73% 12
2024
Q1 		$1.87M Buy
36,796
+2,241
+6% +$114K 1.79% 12
2023
Q4 		$1.75M Buy
+34,555
New +$1.75M 1.72% 14

Other funds holding JMST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
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
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
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Robinson Smith Wealth Advisors's JMST Position: Q3 2026 in Review

Robinson Smith Wealth Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2.9% in Q3 2026, selling an estimated $83.6K and leaving 55,850 shares worth $2.82M. The position accounts for 1.73% of the portfolio, ranked #15.

Robinson Smith Wealth Advisors first reported a position in JMST in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.93M in Q3 2025. 201 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Robinson Smith Wealth Advisors held 55,850 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.82M as of Q3 2026.
  • Robinson Smith Wealth Advisors sold 1,645 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $83.6K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 1.73% of Robinson Smith Wealth Advisors's portfolio in Q3 2026, its #15 holding.
  • Robinson Smith Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 12 quarters since.
  • Robinson Smith Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.93M in Q3 2025.
  • 201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.