Unique Wealth
JMST icon

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

Unique Wealth’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 		$793K Sell
15,677
-1,429
-8% -$72.7K 0.09% 111
2026
Q2 		$872K Buy
17,106
+8,654
+102% +$441K 0.1% 103
2026
Q1 		$431K Sell
8,452
-2,042
-19% -$104K 0.06% 133
2025
Q4 		$535K Buy
+10,494
New +$535K 0.07% 119

Other funds holding JMST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Interchange Capital Partners
Interchange Capital Partners Pittsburgh, Pennsylvania $598M AUM 31.79% 1-Year Est. Return
FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $184M AUM 13.59% 1-Year Est. Return

Unique Wealth's JMST Position: Q3 2026 in Review

Unique Wealth reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 8.4% in Q3 2026, selling an estimated $72.7K and leaving 15,677 shares worth $793K. The position accounts for 0.09% of the portfolio, ranked #111.

Unique Wealth first reported a position in JMST in Q4 2025 and has held it in 4 quarters since. The position peaked at $872K in Q2 2026. 254 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Unique Wealth held 15,677 shares of JPMorgan Ultra-Short Municipal Income ETF worth $793K as of Q3 2026.
  • Unique Wealth sold 1,429 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $72.7K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.09% of Unique Wealth's portfolio in Q3 2026, its #111 holding.
  • Unique Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Unique Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $872K in Q2 2026.
  • 254 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.