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Three Bridge Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Three Bridge Wealth 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
Q1 		$2.12M Buy
41,554
+60
+0.1% +$3.06K 0.58% 27
2025
Q4 		$2.12M Sell
41,494
-22,603
-35% -$1.15M 0.56% 28
2025
Q3 		$3.27M Sell
64,097
-4,601
-7% -$235K 0.84% 24
2025
Q2 		$3.5M Sell
68,698
-463
-0.7% -$23.5K 0.92% 23
2025
Q1 		$3.52M Buy
69,161
+68
+0.1% +$3.46K 1.22% 18
2024
Q4 		$3.51M Buy
69,093
+75
+0.1% +$3.81K 1.23% 18
2024
Q3 		$3.52M Sell
69,018
-30,099
-30% -$1.53M 1.3% 17
2024
Q2 		$5.03M Sell
99,117
-9,415
-9% -$477K 1.99% 15
2024
Q1 		$5.51M Sell
108,532
-14,858
-12% -$754K 2.17% 15
2023
Q4 		$6.28M Buy
123,390
+7,751
+7% +$392K 2.17% 12
2023
Q3 		$5.83M Sell
115,639
-28,148
-20% -$1.42M 2.42% 10
2023
Q2 		$7.28M Sell
143,787
-3,552
-2% -$180K 3.08% 7
2023
Q1 		$7.48M Buy
147,339
+15,774
+12% +$799K 3.47% 7
2022
Q4 		$6.65M Buy
131,565
+102,505
+353% +$5.17M 3.56% 6
2022
Q3 		$1.46M Sell
29,060
-3,500
-11% -$177K 0.74% 26
2022
Q2 		$1.65M Buy
32,560
+6,025
+23% +$305K 0.81% 24
2022
Q1 		$1.34M Buy
+26,535
New +$1.35M 0.38% 34

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Three Bridge Wealth Advisors's JMST Position: Q1 2026 in Review

Three Bridge Wealth Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.14% in Q1 2026, buying an estimated $3.06K and bringing the position to 41,554 shares worth $2.12M. The position accounts for 0.58% of the portfolio, ranked #27.

Three Bridge Wealth Advisors first reported a position in JMST in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.48M in Q1 2023. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Three Bridge Wealth Advisors held 41,554 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.12M as of Q1 2026.
  • Three Bridge Wealth Advisors bought 60 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $3.06K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.58% of Three Bridge Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • Three Bridge Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and has held it in 17 quarters since.
  • Three Bridge Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $7.48M in Q1 2023.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.