Simon Quick Advisors
JMST icon

Simon Quick Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Simon Quick 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 		$10.6M Buy
209,667
+1,302
+0.6% +$66.2K 0.4% 40
2026
Q2 		$10.6M Buy
208,365
+1,336
+0.6% +$68K 0.43% 34
2026
Q1 		$10.6M Buy
207,029
+1,291
+0.6% +$65.9K 0.48% 34
2025
Q4 		$10.5M Buy
+205,738
New +$10.5M 0.46% 36

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FSM Wealth Advisors
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
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Simon Quick Advisors's JMST Position: Q3 2026 in Review

Simon Quick Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.62% in Q3 2026, buying an estimated $66.2K and bringing the position to 209,667 shares worth $10.6M. The position accounts for 0.4% of the portfolio, ranked #40.

Simon Quick Advisors first reported a position in JMST in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.6M in Q2 2026. 225 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Simon Quick Advisors held 209,667 shares of JPMorgan Ultra-Short Municipal Income ETF worth $10.6M as of Q3 2026.
  • Simon Quick Advisors bought 1,302 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $66.2K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.4% of Simon Quick Advisors's portfolio in Q3 2026, its #40 holding.
  • Simon Quick Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Simon Quick Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $10.6M in Q2 2026.
  • 225 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.