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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
2023
Q1 		– Sell
-49,113
Closed -$2.48M – 386
2022
Q4 		$2.48M Buy
49,113
+11,556
+31% +$583K 2.12% 14
2022
Q3 		$1.89M Buy
37,557
+4,263
+13% +$215K 1.72% 19
2022
Q2 		$1.69M Buy
+33,294
New +$1.68M 1.45% 22
2022
Q1 		– Sell
-35,123
Closed -$1.79M – 401
2021
Q4 		$1.79M Buy
+35,123
New +$1.79M 1.46% 18

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Paladin Advisory Group's JMST Position: Q1 2026 in Review

Paladin Advisory Group reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 28% in Q1 2026, selling an estimated $519K and leaving 26,522 shares worth $1.35M. The position accounts for 1.03% of the portfolio, ranked #29.

Paladin Advisory Group first reported a position in JMST in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.86M in Q1 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Paladin Advisory Group held 26,522 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.35M as of Q1 2026.
  • Paladin Advisory Group sold 10,175 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $519K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 1.03% of Paladin Advisory Group's portfolio in Q1 2026, its #29 holding.
  • Paladin Advisory Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.86M in Q1 2025.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.