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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Paladin Advisory Group's JMST Position: Q2 2026 in Review

Paladin Advisory Group reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2.1% in Q2 2026, selling an estimated $28.4K and leaving 25,964 shares worth $1.32M. The position accounts for 0.88% of the portfolio, ranked #33.

Paladin Advisory Group first reported a position in JMST in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.86M in Q1 2025. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Paladin Advisory Group held 25,964 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.32M as of Q2 2026.
Paladin Advisory Group sold 558 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $28.4K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.88% of Paladin Advisory Group's portfolio in Q2 2026, its #33 holding.
Paladin Advisory Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.86M in Q1 2025.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.