Sincerus Advisory’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Sincerus Advisory’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	$467K	Buy	9,241 +479	+5%	+$24.4K	0.3%	57
2026 Q2	$447K	Buy	8,762 +132	+2%	+$6.72K	0.3%	53
2026 Q1	$440K	Buy	8,630 +104	+1%	+$5.31K	0.33%	50
2025 Q4	$434K	Buy	8,526 +73	+0.9%	+$3.72K	0.35%	47
2025 Q3	$431K	Sell	8,453 -37	-0.4%	-$1.89K	0.37%	47
2025 Q2	$433K	Buy	8,490 +18	+0.2%	+$914	0.41%	46
2025 Q1	$431K	Buy	8,472 +14	+0.2%	+$711	0.45%	42
2024 Q4	$429K	Buy	+8,458	New	+$430K	0.46%	43

Other funds holding JMST

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

GWM

Global Wealth Management Kingston, New Jersey $184M AUM 13.59% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Sincerus Advisory's JMST Position: Q3 2026 in Review

Sincerus Advisory increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 5.5% in Q3 2026, buying an estimated $24.4K and bringing the position to 9,241 shares worth $467K. The position accounts for 0.3% of the portfolio, ranked #57.

Sincerus Advisory first reported a position in JMST in Q4 2024 and has held it in 8 quarters since. 201 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Sincerus Advisory held 9,241 shares of JPMorgan Ultra-Short Municipal Income ETF worth $467K as of Q3 2026.
Sincerus Advisory bought 479 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $24.4K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.3% of Sincerus Advisory's portfolio in Q3 2026, its #57 holding.
Sincerus Advisory first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 8 quarters since.
201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.