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

Stewardship 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	$6.31M	Buy	124,833 +5,633	+5%	+$286K	1.31%	19
2026 Q2	$6.08M	Buy	119,200 +28,747	+32%	+$1.46M	1.26%	19
2026 Q1	$4.61M	Buy	90,453 +874	+1%	+$44.6K	1.06%	24
2025 Q4	$4.56M	Sell	89,579 -17,777	-17%	-$906K	1.05%	24
2025 Q3	$5.48M	Buy	107,356 +3,538	+3%	+$180K	1.3%	22
2025 Q2	$5.29M	Sell	103,818 -2,198	-2%	-$112K	1.34%	22
2025 Q1	$5.39M	Buy	106,016 +21,375	+25%	+$1.09M	1.46%	20
2024 Q4	$4.29M	Buy	84,641 +6,739	+9%	+$342K	1.19%	23
2024 Q3	$3.97M	Buy	77,902 +56,082	+257%	+$2.85M	1.12%	25
2024 Q2	$1.11M	Buy	21,820 +4,930	+29%	+$250K	0.37%	39
2024 Q1	$857K	Buy	+16,890	New	+$857K	0.29%	46

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

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 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

Interchange Capital Partners Pittsburgh, Pennsylvania $598M AUM 31.79% 1-Year Est. Return

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

Stewardship Advisors's JMST Position: Q3 2026 in Review

Stewardship Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 4.7% in Q3 2026, buying an estimated $286K and bringing the position to 124,833 shares worth $6.31M. The position accounts for 1.31% of the portfolio, ranked #19.

Stewardship Advisors first reported a position in JMST in Q1 2024 and has held it in 11 quarters since. 250 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Stewardship Advisors held 124,833 shares of JPMorgan Ultra-Short Municipal Income ETF worth $6.31M as of Q3 2026.
Stewardship Advisors bought 5,633 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $286K.
JPMorgan Ultra-Short Municipal Income ETF made up 1.31% of Stewardship Advisors's portfolio in Q3 2026, its #19 holding.
Stewardship Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and has held it in 11 quarters since.
250 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.