SSW
JMST icon

Stone Summit Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Stone Summit Wealth’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
2025
Q3 		– Sell
-3,933
Closed -$200K – 145
2025
Q2 		$200K Buy
+3,933
New +$200K 0.06% 141

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stone Summit Wealth's JMST Position: Q3 2025 in Review

Stone Summit Wealth sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2025, closing a stake of 3,933 shares — an estimated $200K sold.

Stone Summit Wealth first reported a position in JMST in Q2 2025 and held it in 1 quarter. The position peaked at $200K in Q2 2025. 499 funds tracked by Wall St. Rank hold JMST as of Q3 2025.

  • Stone Summit Wealth reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
  • Stone Summit Wealth sold 3,933 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2025, an estimated $200K.
  • Stone Summit Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2025 and held it in 1 quarter.
  • Stone Summit Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $200K in Q2 2025.
  • 499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2025.

Based on Stone Summit Wealth's 13F filing for Q3 2025, filed 22 Oct 2025.