JMST — JPMorgan Ultra-Short Municipal Income ETF

Ownership history in Able Wealth Management LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.55% (2025 Q4)
Avg. % of fund
1.18%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 96,467 +31,840 +49.3% 1.55% $4.9M $50.73
2025 Q3 ADDED 64,627 +26,206 +68.2% 1.24% $3.3M $50.38
2025 Q2 ADDED 38,421 +7,501 +24.3% 0.99% $2.0M $49.91
2025 Q1 ADDED 30,920 +3,858 +14.3% 0.93% $1.6M $49.46
2024 Q4 REDUCED 27,062 -4,033 -13.0% 0.90% $1.4M $49.08
2024 Q3 ADDED 31,095 +4,160 +15.4% 1.38% $1.6M $48.79
2023 Q4 INITIATED 26,935 — — 1.24% $1.4M —
% of Fund (quarterly)    JMST price (monthly, adj. close)

Other funds also holding JMST

As of 2025 Q4 — sorted by position size

Global Wealth Management, LLC 14.33% Interchange Capital Partners, LLC 3Y 7.12% Salomon & Ludwin, LLC 3Y 7Y 5.28% MY Wealth Management Inc. 3Y 5.28% Boothe Investment Group, Inc. 3Y 7Y 4.87% FSM Wealth Advisors, LLC 3Y 4.29% Resonant Capital Advisors, LLC 3Y 4.02% Stark Wealth Management LLC 3.73% Phoenix Wealth Advisors 3Y 3.66% Auxano Advisors, LLC 3Y 2.95%
← Back to Able Wealth Management LLC Holdings