Truist Financial
JMST icon

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

Truist Financial’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 		$15.3M Buy
302,721
+227,905
+305% +$11.6M 0.02% 511
2026
Q2 		$3.82M Sell
74,816
-909
-1% -$46.3K ﹤0.01% 1056
2026
Q1 		$3.86M Sell
75,725
-4,266
-5% -$218K 0.01% 971
2025
Q4 		$4.07M Buy
79,991
+1,181
+1% +$60.2K 0.01% 943
2025
Q3 		$4.02M Sell
78,810
-4,357
-5% -$222K 0.01% 996
2025
Q2 		$4.23M Buy
83,167
+9,224
+12% +$468K 0.01% 932
2025
Q1 		$3.76M Sell
73,943
-6,880
-9% -$350K 0.01% 943
2024
Q4 		$4.1M Buy
80,823
+3,113
+4% +$158K 0.01% 922
2024
Q3 		$3.96M Sell
77,710
-4,554
-6% -$231K 0.01% 925
2024
Q2 		$4.17M Sell
82,264
-8,713
-10% -$441K 0.01% 934
2024
Q1 		$4.62M Sell
90,977
-17,135
-16% -$869K 0.01% 905
2023
Q4 		$5.49M Sell
108,112
-9,504
-8% -$481K 0.01% 839
2023
Q3 		$5.93M Sell
117,616
-12,409
-10% -$627K 0.01% 776
2023
Q2 		$6.59M Sell
130,025
-10,327
-7% -$523K 0.01% 736
2023
Q1 		$7.13M Buy
140,352
+9,953
+8% +$504K 0.01% 701
2022
Q4 		$6.59M Buy
130,399
+12,125
+10% +$611K 0.01% 720
2022
Q3 		$5.95M Buy
118,274
+6,952
+6% +$351K 0.01% 720
2022
Q2 		$5.64M Buy
111,322
+4,023
+4% +$203K 0.01% 763
2022
Q1 		$5.43M Buy
107,299
+93,182
+660% +$4.73M 0.01% 857
2021
Q4 		$721K Sell
14,117
-24,053
-63% -$1.23M ﹤0.01% 1817
2021
Q3 		$1.95M Buy
38,170
+12,399
+48% +$633K ﹤0.01% 1292
2021
Q2 		$1.32M Sell
25,771
-2,947
-10% -$150K ﹤0.01% 1492
2021
Q1 		$1.47M Sell
28,718
-3,526
-11% -$180K ﹤0.01% 1381
2020
Q4 		$1.64M Buy
32,244
+24,972
+343% +$1.27M ﹤0.01% 1260
2020
Q3 		$371K Sell
7,272
-12,815
-64% -$654K ﹤0.01% 1889
2020
Q2 		$1.02M Buy
+20,087
New +$1.02M ﹤0.01% 1289

Other funds holding JMST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

Truist Financial's JMST Position: Q3 2026 in Review

Truist Financial increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 305% in Q3 2026, buying an estimated $11.6M and bringing the position to 302,721 shares worth $15.3M. The position accounts for 0.02% of the portfolio, ranked #511.

Truist Financial first reported a position in JMST in Q2 2020 and has held it in 26 quarters since. 340 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Truist Financial held 302,721 shares of JPMorgan Ultra-Short Municipal Income ETF worth $15.3M as of Q3 2026.
  • Truist Financial bought 227,905 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $11.6M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.02% of Truist Financial's portfolio in Q3 2026, its #511 holding.
  • Truist Financial first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2020 and has held it in 26 quarters since.
  • 340 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.