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

Semus 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 		$222K Buy
4,389
+27
+0.6% +$1.37K 0.1% 105
2026
Q2 		$222K Buy
4,362
+28
+0.6% +$1.43K 0.11% 101
2026
Q1 		$221K Buy
4,334
+27
+0.6% +$1.38K 0.12% 96
2025
Q4 		$219K Sell
4,307
-169
-4% -$8.61K 0.12% 101
2025
Q3 		$228K Buy
4,476
+31
+0.7% +$1.58K 0.13% 100
2025
Q2 		$226K Buy
4,445
+34
+0.8% +$1.73K 0.15% 102
2025
Q1 		$224K Buy
4,411
+32
+0.7% +$1.63K 0.16% 98
2024
Q4 		$222K Sell
4,379
-27
-0.6% -$1.37K 0.15% 101
2024
Q3 		$224K Buy
4,406
+36
+0.8% +$1.83K 0.16% 106
2024
Q2 		$222K Buy
4,370
+38
+0.9% +$1.92K 0.17% 103
2024
Q1 		$220K Buy
4,332
+36
+0.8% +$1.83K 0.19% 117
2023
Q4 		$218K Buy
4,296
+36
+0.8% +$1.82K 0.18% 115
2023
Q3 		$215K Sell
4,260
-963
-18% -$48.7K 0.2% 105
2023
Q2 		$265K Sell
5,223
-144
-3% -$7.29K 0.24% 91
2023
Q1 		$273K Sell
5,367
-364
-6% -$18.4K 0.29% 84
2022
Q4 		$290K Buy
+5,731
New +$289K 0.35% 72

Other funds holding JMST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

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

Semus Wealth Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.62% in Q3 2026, buying an estimated $1.37K and bringing the position to 4,389 shares worth $222K. The position accounts for 0.1% of the portfolio, ranked #105.

Semus Wealth Partners first reported a position in JMST in Q4 2022 and has held it in 16 quarters since. The position peaked at $290K in Q4 2022. 342 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Semus Wealth Partners held 4,389 shares of JPMorgan Ultra-Short Municipal Income ETF worth $222K as of Q3 2026.
  • Semus Wealth Partners bought 27 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $1.37K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.1% of Semus Wealth Partners's portfolio in Q3 2026, its #105 holding.
  • Semus Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 16 quarters since.
  • Semus Wealth Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $290K in Q4 2022.
  • 342 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

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