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Thoma Capital Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Thoma Capital 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 		$455K Buy
9,004
+3,992
+80% +$203K 0.24% 39
2026
Q2 		$256K Buy
+5,012
New +$255K 0.14% 49

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Thoma Capital Management's JMST Position: Q3 2026 in Review

Thoma Capital Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 80% in Q3 2026, buying an estimated $203K and bringing the position to 9,004 shares worth $455K. The position accounts for 0.24% of the portfolio, ranked #39.

Thoma Capital Management first reported a position in JMST in Q2 2026 and has held it in 2 quarters since. 525 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Thoma Capital Management held 9,004 shares of JPMorgan Ultra-Short Municipal Income ETF worth $455K as of Q3 2026.
  • Thoma Capital Management bought 3,992 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $203K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.24% of Thoma Capital Management's portfolio in Q3 2026, its #39 holding.
  • Thoma Capital Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 525 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

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