Paladin Advisory Group
JMST icon

Paladin Advisory Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Paladin Advisory Group’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 		$1.47M Buy
29,157
+3,193
+12% +$162K 0.99% 31
2026
Q2 		$1.32M Sell
25,964
-558
-2% -$28.4K 0.88% 33
2026
Q1 		$1.35M Sell
26,522
-10,175
-28% -$519K 1.03% 29
2025
Q4 		$1.87M Buy
36,697
+2,470
+7% +$126K 1.37% 25
2025
Q3 		$1.75M Sell
34,227
-13,056
-28% -$665K 1.36% 26
2025
Q2 		$2.41M Sell
47,283
-8,979
-16% -$456K 1.84% 17
2025
Q1 		$2.86M Buy
56,262
+24,279
+76% +$1.23M 2.29% 14
2024
Q4 		$1.62M Sell
31,983
-331
-1% -$16.8K 1.24% 28
2024
Q3 		$1.65M Buy
32,314
+5,070
+19% +$258K 1.21% 28
2024
Q2 		$1.38M Sell
27,244
-6,151
-18% -$312K 1.08% 32
2024
Q1 		$1.69M Buy
33,395
+2,951
+10% +$150K 1.34% 26
2023
Q4 		$1.54M Buy
30,444
+5,252
+21% +$266K 1.28% 24
2023
Q3 		$1.27M Sell
25,192
-183
-0.7% -$9.25K 1.07% 33
2023
Q2 		$1.29M Sell
25,375
-10,812
-30% -$547K 1.03% 33
2023
Q1 		$1.84M Buy
+36,187
New +$1.83M 1.53% 24
2022
Q2 		– Sell
-34,583
Closed -$1.75M – 402
2022
Q1 		$1.75M Buy
+34,583
New +$1.76M 1.42% 22

Other funds holding JMST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Paladin Advisory Group's JMST Position: Q3 2026 in Review

Paladin Advisory Group increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 12% in Q3 2026, buying an estimated $162K and bringing the position to 29,157 shares worth $1.47M. The position accounts for 0.99% of the portfolio, ranked #31.

Paladin Advisory Group first reported a position in JMST in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.86M in Q1 2025. 411 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Paladin Advisory Group held 29,157 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.47M as of Q3 2026.
  • Paladin Advisory Group bought 3,193 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $162K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.99% of Paladin Advisory Group's portfolio in Q3 2026, its #31 holding.
  • Paladin Advisory Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and has held it in 16 quarters since.
  • Paladin Advisory Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.86M in Q1 2025.
  • 411 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.