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Triad Wealth Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Triad Wealth Partners’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
Q4 		– Sell
-7,313
Closed -$373K – 471
2025
Q3 		$373K Buy
+7,313
New +$373K 0.05% 245

Other funds holding JMST

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $17.8B AUM 24.16% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Triad Wealth Partners's JMST Position: Q4 2025 in Review

Triad Wealth Partners sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2025, closing a stake of 7,313 shares — an estimated $373K sold.

Triad Wealth Partners first reported a position in JMST in Q3 2025 and held it in 1 quarter. The position peaked at $373K in Q3 2025. 546 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

  • Triad Wealth Partners reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • Triad Wealth Partners sold 7,313 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2025, an estimated $373K.
  • Triad Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2025 and held it in 1 quarter.
  • Triad Wealth Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $373K in Q3 2025.
  • 546 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on Triad Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.