Wealthcare Advisory Partners
JMST icon

Wealthcare Advisory Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Wealthcare Advisory Partners’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 		$3.13M Buy
61,987
+2,513
+4% +$128K 0.05% 293
2026
Q2 		$3.03M Sell
59,474
-57,756
-49% -$2.94M 0.06% 266
2026
Q1 		$5.98M Buy
117,230
+4,299
+4% +$219K 0.12% 158
2025
Q4 		$5.75M Buy
112,931
+28,498
+34% +$1.45M 0.11% 159
2025
Q3 		$4.31M Sell
84,433
-31,721
-27% -$1.62M 0.09% 190
2025
Q2 		$5.91M Buy
116,154
+52,996
+84% +$2.69M 0.13% 137
2025
Q1 		$3.21M Buy
63,158
+6,293
+11% +$320K 0.09% 203
2024
Q4 		$2.88M Buy
56,865
+3,727
+7% +$189K 0.08% 211
2024
Q3 		$2.71M Buy
53,138
+4,866
+10% +$247K 0.08% 217
2024
Q2 		$2.45M Buy
48,272
+12,517
+35% +$634K 0.08% 211
2024
Q1 		$1.81M Buy
35,755
+4,037
+13% +$205K 0.06% 249
2023
Q4 		$1.61M Buy
31,718
+4,612
+17% +$233K 0.06% 233
2023
Q3 		$1.37M Buy
27,106
+6,471
+31% +$327K 0.06% 229
2023
Q2 		$1.05M Buy
20,635
+1,994
+11% +$101K 0.05% 277
2023
Q1 		$947K Buy
18,641
+2,172
+13% +$110K 0.04% 306
2022
Q4 		$832K Buy
+16,469
New +$831K 0.04% 310

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

Wealthcare Advisory Partners's JMST Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 4.2% in Q3 2026, buying an estimated $128K and bringing the position to 61,987 shares worth $3.13M. The position accounts for 0.05% of the portfolio, ranked #293.

Wealthcare Advisory Partners first reported a position in JMST in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.98M in Q1 2026. 259 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Wealthcare Advisory Partners held 61,987 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.13M as of Q3 2026.
  • Wealthcare Advisory Partners bought 2,513 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $128K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.05% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #293 holding.
  • Wealthcare Advisory Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 16 quarters since.
  • Wealthcare Advisory Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $5.98M in Q1 2026.
  • 259 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.