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

USAdvisors Wealth Management’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 		$1.5M Buy
29,657
+310
+1% +$15.8K 0.43% 57
2026
Q2 		$1.5M Sell
29,347
-662
-2% -$33.7K 0.43% 57
2026
Q1 		$1.53M Sell
30,009
-553
-2% -$28.2K 0.51% 45
2025
Q4 		$1.57M Buy
30,562
+298
+1% +$15.2K 0.52% 47
2025
Q3 		$1.54M Buy
30,264
+7,714
+34% +$393K 0.53% 46
2025
Q2 		$1.15M Sell
22,550
-101
-0.4% -$5.13K 0.43% 57
2025
Q1 		$1.15M Buy
22,651
+3,053
+16% +$155K 0.4% 56
2024
Q4 		$993K Buy
19,598
+5,370
+38% +$273K 0.32% 65
2024
Q3 		$724K Buy
14,228
+801
+6% +$40.7K 0.25% 72
2024
Q2 		$681K Buy
13,427
+431
+3% +$21.8K 0.24% 70
2024
Q1 		$659K Buy
12,996
+834
+7% +$42.3K 0.25% 79
2023
Q4 		$617K Sell
12,162
-776
-6% -$39.2K 0.26% 75
2023
Q3 		$652K Sell
12,938
-235
-2% -$11.9K 0.29% 72
2023
Q2 		$667K Buy
13,173
+1,434
+12% +$72.6K 0.32% 71
2023
Q1 		$596K Sell
11,739
-580
-5% -$29.4K 0.28% 75
2022
Q4 		$623K Buy
12,319
+5,828
+90% +$294K 0.3% 70
2022
Q3 		$326K Buy
+6,491
New +$328K 0.17% 95

Other funds holding JMST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 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

USAdvisors Wealth Management's JMST Position: Q3 2026 in Review

USAdvisors Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 1.1% in Q3 2026, buying an estimated $15.8K and bringing the position to 29,657 shares worth $1.5M. The position accounts for 0.43% of the portfolio, ranked #57.

USAdvisors Wealth Management first reported a position in JMST in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.57M in Q4 2025. 383 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • USAdvisors Wealth Management held 29,657 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.5M as of Q3 2026.
  • USAdvisors Wealth Management bought 310 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $15.8K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.43% of USAdvisors Wealth Management's portfolio in Q3 2026, its #57 holding.
  • USAdvisors Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and has held it in 17 quarters since.
  • USAdvisors Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.57M in Q4 2025.
  • 383 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.