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Sunburst Financial Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Sunburst Financial Group’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 		$2.32M Sell
45,952
-32
-0.1% -$1.63K 0.37% 34
2026
Q2 		$2.35M Sell
45,984
-826
-2% -$42.1K 0.38% 34
2026
Q1 		$2.39M Sell
46,810
-466
-1% -$23.8K 0.44% 31
2025
Q4 		$2.41M Sell
47,276
-210
-0.4% -$10.7K 0.49% 27
2025
Q3 		$2.42M Sell
47,486
-14,132
-23% -$720K 0.51% 27
2025
Q2 		$3.14M Sell
61,618
-2,514
-4% -$128K 0.7% 23
2025
Q1 		$3.26M Sell
64,132
-9,148
-12% -$465K 0.8% 21
2024
Q4 		$3.72M Sell
73,280
-12,071
-14% -$613K 0.92% 21
2024
Q3 		$4.35M Sell
85,351
-6,431
-7% -$327K 1.1% 18
2024
Q2 		$4.66M Sell
91,782
-57,607
-39% -$2.92M 1.26% 18
2024
Q1 		$7.56M Sell
149,389
-41,602
-22% -$2.11M 2.14% 13
2023
Q4 		$9.69M Sell
190,991
-57,226
-23% -$2.89M 3% 8
2023
Q3 		$12.5M Sell
248,217
-38,583
-13% -$1.95M 4.42% 7
2023
Q2 		$14.5M Sell
286,800
-2,587
-0.9% -$131K 5.07% 6
2023
Q1 		$14.7M Buy
289,387
+1,834
+0.6% +$92.9K 5.42% 5
2022
Q4 		$14.5M Buy
287,553
+49,363
+21% +$2.49M 5.79% 5
2022
Q3 		$12M Buy
238,190
+35,899
+18% +$1.81M 5.8% 5
2022
Q2 		$10.2M Buy
+202,291
New +$10.2M 4.91% 6

Other funds holding JMST

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 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
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
HSG
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Sunburst Financial Group's JMST Position: Q3 2026 in Review

Sunburst Financial Group reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.07% in Q3 2026, selling an estimated $1.63K and leaving 45,952 shares worth $2.32M. The position accounts for 0.37% of the portfolio, ranked #34.

Sunburst Financial Group first reported a position in JMST in Q2 2022 and has held it in 18 quarters since. The position peaked at $14.7M in Q1 2023. 76 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Sunburst Financial Group held 45,952 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.32M as of Q3 2026.
  • Sunburst Financial Group sold 32 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $1.63K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.37% of Sunburst Financial Group's portfolio in Q3 2026, its #34 holding.
  • Sunburst Financial Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and has held it in 18 quarters since.
  • Sunburst Financial Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $14.7M in Q1 2023.
  • 76 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.