Wealth Enhancement Advisory Services
JMST icon

Wealth Enhancement Advisory Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Wealth Enhancement Advisory Services’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 		$31.8M Buy
628,928
+104,665
+20% +$5.32M 0.05% 345
2026
Q2 		$26.7M Buy
524,263
+130,421
+33% +$6.64M 0.04% 353
2026
Q1 		$20.1M Sell
393,842
-874,889
-69% -$44.7M 0.04% 398
2025
Q4 		$64.7M Buy
1,268,731
+198,260
+19% +$10.1M 0.09% 214
2025
Q3 		$54.5M Buy
1,070,471
+287,650
+37% +$14.7M 0.08% 229
2025
Q2 		$39.8M Buy
782,821
+479,460
+158% +$24.3M 0.07% 268
2025
Q1 		$15.4M Sell
303,361
-13,456
-4% -$684K 0.03% 471
2024
Q4 		$16.1M Buy
316,817
+215,889
+214% +$11M 0.03% 426
2024
Q3 		$5.14M Buy
100,928
+812
+0.8% +$41.3K 0.01% 712
2024
Q2 		$5.08M Buy
100,116
+20,274
+25% +$1.03M 0.01% 684
2024
Q1 		$4.05M Sell
79,842
-27,661
-26% -$1.4M 0.01% 722
2023
Q4 		$5.45M Buy
107,503
+4,193
+4% +$212K 0.02% 589
2023
Q3 		$5.21M Buy
+103,310
New +$5.22M 0.02% 570
2023
Q2 		– Sell
-17,067
Closed -$867K – 545
2023
Q1 		$867K Buy
+17,067
New +$864K 0.01% 320
2022
Q1 		– Sell
-9,000
Closed -$457K – 319
2021
Q4 		$457K Hold
9,000
– – 0.01% 255
2021
Q3 		$459K Hold
9,000
– – 0.01% 255
2021
Q2 		$460K Buy
+9,000
New +$460K 0.01% 240

Other funds holding JMST

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
HSG
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services's JMST Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 20% in Q3 2026, buying an estimated $5.32M and bringing the position to 628,928 shares worth $31.8M. The position accounts for 0.05% of the portfolio, ranked #345.

Wealth Enhancement Advisory Services first reported a position in JMST in Q2 2021 and has held it in 17 quarters since. The position peaked at $64.7M in Q4 2025. 61 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Wealth Enhancement Advisory Services held 628,928 shares of JPMorgan Ultra-Short Municipal Income ETF worth $31.8M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 104,665 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $5.32M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #345 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2021 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's JPMorgan Ultra-Short Municipal Income ETF position peaked at $64.7M in Q4 2025.
  • 61 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.