XY Planning Network
JMST icon

XY Planning Network’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

XY Planning Network’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 		$789K Buy
15,602
+2,671
+21% +$136K 0.08% 186
2026
Q2 		$659K Buy
+12,931
New +$658K 0.08% 180

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
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
GWM
Global Wealth Management Kingston, New Jersey $184M AUM 13.59% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

XY Planning Network's JMST Position: Q3 2026 in Review

XY Planning Network increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 21% in Q3 2026, buying an estimated $136K and bringing the position to 15,602 shares worth $789K. The position accounts for 0.08% of the portfolio, ranked #186.

XY Planning Network first reported a position in JMST in Q2 2026 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • XY Planning Network held 15,602 shares of JPMorgan Ultra-Short Municipal Income ETF worth $789K as of Q3 2026.
  • XY Planning Network bought 2,671 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $136K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.08% of XY Planning Network's portfolio in Q3 2026, its #186 holding.
  • XY Planning Network first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.