Sigma Planning Corp
JMST icon

Sigma Planning Corp’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Sigma Planning Corp’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 		$3.36M Buy
66,366
+1,438
+2% +$73.1K 0.09% 229
2026
Q2 		$3.31M Buy
64,928
+1,289
+2% +$65.6K 0.08% 245
2026
Q1 		$3.24M Buy
63,639
+2,310
+4% +$118K 0.09% 241
2025
Q4 		$3.12M Buy
61,329
+1,648
+3% +$84K 0.09% 243
2025
Q3 		$3.05M Buy
59,681
+13,910
+30% +$709K 0.09% 240
2025
Q2 		$2.33M Buy
45,771
+31,828
+228% +$1.62M 0.07% 274
2025
Q1 		$709K Buy
13,943
+1,034
+8% +$52.5K 0.02% 603
2024
Q4 		$655K Buy
12,909
+709
+6% +$36K 0.02% 631
2024
Q3 		$621K Buy
12,200
+1,048
+9% +$53.3K 0.02% 664
2024
Q2 		$566K Buy
11,152
+4,642
+71% +$235K 0.02% 681
2024
Q1 		$330K Buy
+6,510
New +$330K 0.01% 912
2023
Q4 		– Sell
-4,708
Closed -$238K – 1030
2023
Q3 		$238K Buy
+4,708
New +$238K 0.01% 1016
2023
Q2 		– Sell
-9,264
Closed -$471K – 1292
2023
Q1 		$471K Sell
9,264
-9,337
-50% -$473K 0.02% 823
2022
Q4 		$940K Buy
18,601
+12,153
+188% +$613K 0.03% 501
2022
Q3 		$324K Buy
+6,448
New +$326K 0.01% 919

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
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

Sigma Planning Corp's JMST Position: Q3 2026 in Review

Sigma Planning Corp increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2.2% in Q3 2026, buying an estimated $73.1K and bringing the position to 66,366 shares worth $3.36M. The position accounts for 0.09% of the portfolio, ranked #229.

Sigma Planning Corp first reported a position in JMST in Q3 2022 and has held it in 15 quarters since. 383 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Sigma Planning Corp held 66,366 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.36M as of Q3 2026.
  • Sigma Planning Corp bought 1,438 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $73.1K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.09% of Sigma Planning Corp's portfolio in Q3 2026, its #229 holding.
  • Sigma Planning Corp first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and has held it in 15 quarters since.
  • 383 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.