Sagespring Wealth Partners
JMST icon

Sagespring Wealth Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Sagespring Wealth 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 		$6.16M Buy
121,786
+62,304
+105% +$3.17M 0.09% 114
2026
Q2 		$3.03M Sell
59,482
-14,445
-20% -$736K 0.05% 172
2026
Q1 		$3.77M Buy
73,927
+19,325
+35% +$986K 0.07% 137
2025
Q4 		$2.78M Buy
+54,602
New +$2.78M 0.05% 160
2025
Q2 		– Sell
-9,805
Closed -$499K – 728
2025
Q1 		$499K Buy
9,805
+71
+0.7% +$3.61K 0.01% 394
2024
Q4 		$494K Buy
+9,734
New +$494K 0.01% 352

Other funds holding JMST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Sagespring Wealth Partners's JMST Position: Q3 2026 in Review

Sagespring Wealth Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 105% in Q3 2026, buying an estimated $3.17M and bringing the position to 121,786 shares worth $6.16M. The position accounts for 0.09% of the portfolio, ranked #114.

Sagespring Wealth Partners first reported a position in JMST in Q4 2024 and has held it in 6 quarters since. 411 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Sagespring Wealth Partners held 121,786 shares of JPMorgan Ultra-Short Municipal Income ETF worth $6.16M as of Q3 2026.
  • Sagespring Wealth Partners bought 62,304 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $3.17M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.09% of Sagespring Wealth Partners's portfolio in Q3 2026, its #114 holding.
  • Sagespring Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 411 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.