VestGen Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

VestGen 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 Q3	–	Sell	-82,570	Closed	-$4.21M	–	1139
2026 Q2	$4.21M	Hold	82,570	–	–	0.12%	165
2026 Q1	$4.2M	Sell	82,570 -29,500	-26%	-$1.51M	0.11%	154
2025 Q4	$5.71M	Buy	+112,070	New	+$5.71M	0.24%	94

Other funds holding JMST

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

VestGen Advisors's JMST Position: Q3 2026 in Review

VestGen Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2026, closing a stake of 82,570 shares — an estimated $4.21M sold.

VestGen Advisors first reported a position in JMST in Q4 2025 and held it in 3 quarters. The position peaked at $5.71M in Q4 2025. 225 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

VestGen Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2026 after selling out during the quarter.
VestGen Advisors sold 82,570 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $4.21M.
VestGen Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2025 and held it in 3 quarters.
VestGen Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $5.71M in Q4 2025.
225 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.