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 Q2	$2.12M	Buy	41,617 +63	+0.2%	+$3.21K	0.53%	31
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Three Bridge Wealth Advisors's JMST Position: Q2 2026 in Review

Three Bridge Wealth Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.15% in Q2 2026, buying an estimated $3.21K and bringing the position to 41,617 shares worth $2.12M. The position accounts for 0.53% of the portfolio, ranked #31.

Three Bridge Wealth Advisors first reported a position in JMST in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.48M in Q1 2023. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Three Bridge Wealth Advisors held 41,617 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.12M as of Q2 2026.
Three Bridge Wealth Advisors bought 63 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $3.21K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.53% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Three Bridge Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and has held it in 18 quarters since.
Three Bridge Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $7.48M in Q1 2023.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.