Shore Point Advisors
JMST icon

Shore Point Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Shore Point 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 		$894K Buy
17,686
+9,588
+118% +$488K 0.28% 42
2026
Q2 		$413K Sell
8,098
-1,547
-16% -$78.8K 0.14% 51
2026
Q1 		$492K Sell
9,645
-162
-2% -$8.27K 0.19% 46
2025
Q4 		$500K Sell
9,807
-1,272
-11% -$64.8K 0.21% 45
2025
Q3 		$566K Buy
11,079
+4,813
+77% +$245K 0.25% 43
2025
Q2 		$319K Buy
6,266
+1,669
+36% +$84.7K 0.15% 58
2025
Q1 		$234K Buy
4,597
+33
+0.7% +$1.68K 0.12% 61
2024
Q4 		$231K Sell
4,564
-155
-3% -$7.87K 0.12% 62
2024
Q3 		$240K Sell
4,719
-875
-16% -$44.5K 0.13% 59
2024
Q2 		$284K Sell
5,594
-3,427
-38% -$174K 0.16% 48
2024
Q1 		$458K Buy
9,021
+3,194
+55% +$162K 0.26% 39
2023
Q4 		$296K Sell
5,827
-11,463
-66% -$580K 0.18% 46
2023
Q3 		$872K Sell
17,290
-14,745
-46% -$745K 0.63% 29
2023
Q2 		$1.62M Buy
32,035
+48
+0.2% +$2.43K 1.16% 18
2023
Q1 		$1.62M Buy
31,987
+3,130
+11% +$158K 1.23% 17
2022
Q4 		$1.46M Sell
28,857
-10,798
-27% -$545K 1.2% 17
2022
Q3 		$2M Buy
39,655
+27,178
+218% +$1.37M 1.95% 14
2022
Q2 		$632K Buy
12,477
+8,523
+216% +$431K 0.59% 21
2022
Q1 		$200K Sell
3,954
-592
-13% -$30.1K 0.17% 36
2021
Q4 		$232K Buy
+4,546
New +$232K 0.19% 31

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
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
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Shore Point Advisors's JMST Position: Q3 2026 in Review

Shore Point Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 118% in Q3 2026, buying an estimated $488K and bringing the position to 17,686 shares worth $894K. The position accounts for 0.28% of the portfolio, ranked #42.

Shore Point Advisors first reported a position in JMST in Q4 2021 and has held it in 20 quarters since. The position peaked at $2M in Q3 2022. 324 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Shore Point Advisors held 17,686 shares of JPMorgan Ultra-Short Municipal Income ETF worth $894K as of Q3 2026.
  • Shore Point Advisors bought 9,588 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $488K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.28% of Shore Point Advisors's portfolio in Q3 2026, its #42 holding.
  • Shore Point Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 20 quarters since.
  • Shore Point Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2M in Q3 2022.
  • 324 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

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