JMST β€” JPMorgan Ultra SHRT Muncipl Incm ETF

Ownership history in Jupiter Wealth Management LLC  Β·  10 quarters on record

AI Ownership Summary

Jupiter Wealth Management LLC reported JPMorgan Ultra SHRT Muncipl Incm ETF (JMST) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.46% in 2025 Q1. The latest visible filing shows JMST at 2.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JMST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jupiter Wealth Management LLC's position in JPMorgan Ultra SHRT Muncipl Incm ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JMST was reported at 2.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.46% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Jupiter Wealth Management LLC held JMST β€” position size vs. price
% of Fund (quarterly)    JMST price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 90,000 +10,000 +12.5% 2.05% $4.6M 2026-02-14 (Est.) $50.91
2025 Q3 UNCHANGED 80,000 β€” 0% 1.93% $4.1M 2025-11-14 $50.38
2025 Q2 UNCHANGED 80,000 β€” 0% 2.06% $4.1M 2025-08-14 $50.10
2025 Q1 UNCHANGED 80,000 β€” 0% 2.46% $4.1M 2025-05-20 $49.54
2024 Q4 UNCHANGED 80,000 β€” 0% 2.03% $4.1M 2025-02-20 $49.22
2024 Q3 UNCHANGED 80,000 β€” 0% 2.09% $4.1M 2024-11-04 $48.73
2024 Q2 UNCHANGED 80,000 β€” 0% 2.16% $4.1M 2024-08-12 $48.43
2024 Q1 UNCHANGED 80,000 β€” 0% 2.14% $4.1M 2024-05-09 $47.88
2023 Q4 UNCHANGED 80,000 β€” 0% 2.39% $4.1M 2024-02-07 $47.49
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding JMST

As of 2026 Q1 β€” sorted by position size

Aspen Wealth Management LLC 3Y 1.67%

FAQ About Jupiter Wealth Management LLC and JMST

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jupiter Wealth Management LLC reported owning JMST?

Jupiter Wealth Management LLC reported JMST across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JMST position in Jupiter Wealth Management LLC's portfolio?

The largest reported portfolio weight for JMST was 2.46% in 2025 Q1.

What is the latest reported JMST position on this page?

The most recent filing on this page is 2025 Q4, when Jupiter Wealth Management LLC reported 90,000 shares, equal to 2.05% of portfolio, with an estimated market value of $4.6M.

What does the chart on this JMST ownership page compare?

The chart compares Jupiter Wealth Management LLC's quarterly JMST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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