Root Financial Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Root Financial Partners’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	$3.56M	Buy	70,463 +17,713	+34%	+$901K	0.12%	55
2026 Q2	$2.69M	Buy	52,750 +13,429	+34%	+$684K	0.1%	60
2026 Q1	$2M	Buy	39,321 +225	+0.6%	+$11.5K	0.09%	64
2025 Q4	$1.99M	Buy	39,096 +9,989	+34%	+$509K	0.1%	59
2025 Q3	$1.49M	Buy	29,107 +19,862	+215%	+$1.01M	0.09%	66
2025 Q2	$471K	Buy	9,245 +4,696	+103%	+$238K	0.05%	126
2025 Q1	$231K	Sell	4,549 -216	-5%	-$11K	0.02%	188
2024 Q4	$242K	Hold	4,765	–	–	0.03%	179
2024 Q3	$243K	Buy	+4,765	New	+$242K	0.04%	136

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

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 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

Interchange Capital Partners Pittsburgh, Pennsylvania $598M AUM 31.79% 1-Year Est. Return

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

Root Financial Partners's JMST Position: Q3 2026 in Review

Root Financial Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 34% in Q3 2026, buying an estimated $901K and bringing the position to 70,463 shares worth $3.56M. The position accounts for 0.12% of the portfolio, ranked #55.

Root Financial Partners first reported a position in JMST in Q3 2024 and has held it in 9 quarters since. 250 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Root Financial Partners held 70,463 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.56M as of Q3 2026.
Root Financial Partners bought 17,713 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $901K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.12% of Root Financial Partners's portfolio in Q3 2026, its #55 holding.
Root Financial Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and has held it in 9 quarters since.
250 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.