Smithbridge Asset Management
JMST icon

Smithbridge Asset Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Smithbridge Asset Management’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 		$383K Sell
7,574
-485
-6% -$24.7K 0.05% 145
2026
Q2 		$411K Buy
8,059
+650
+9% +$33.1K 0.06% 138
2026
Q1 		$378K Sell
7,409
-3,055
-29% -$156K 0.06% 147
2025
Q4 		$533K Buy
10,464
+5,882
+128% +$300K 0.05% 145
2025
Q3 		$234K Buy
+4,582
New +$234K 0.03% 144

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Wealth Enhancement Advisory Services
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Trust Company
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
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
Global Strategic Investment Solutions
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MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Smithbridge Asset Management's JMST Position: Q3 2026 in Review

Smithbridge Asset Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 6% in Q3 2026, selling an estimated $24.7K and leaving 7,574 shares worth $383K. The position accounts for 0.05% of the portfolio, ranked #145.

Smithbridge Asset Management first reported a position in JMST in Q3 2025 and has held it in 5 quarters since. The position peaked at $533K in Q4 2025. 147 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Smithbridge Asset Management held 7,574 shares of JPMorgan Ultra-Short Municipal Income ETF worth $383K as of Q3 2026.
  • Smithbridge Asset Management sold 485 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $24.7K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.05% of Smithbridge Asset Management's portfolio in Q3 2026, its #145 holding.
  • Smithbridge Asset Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2025 and has held it in 5 quarters since.
  • Smithbridge Asset Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $533K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.