Pallas Capital Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Pallas Capital Advisors’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 Q1	$510K	Hold	10,000	–	–	0.02%	503
2025 Q4	$509K	Hold	10,000	–	–	0.02%	525
2025 Q3	$510K	Hold	10,000	–	–	0.02%	518
2025 Q2	$509K	Hold	10,000	–	–	0.02%	498
2025 Q1	$509K	Hold	10,000	–	–	0.02%	460
2024 Q4	$507K	Hold	10,000	–	–	0.02%	359
2024 Q3	$508K	Hold	10,000	–	–	0.02%	351
2024 Q2	$508K	Hold	10,000	–	–	0.02%	307
2024 Q1	$507K	Buy	+10,000	New	+$507K	0.02%	277

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

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

RCA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Pallas Capital Advisors's JMST Position: Q1 2026 in Review

Pallas Capital Advisors held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q1 2026 at 10,000 shares worth $510K. The position accounts for 0.02% of the portfolio, ranked #503.

Pallas Capital Advisors first reported a position in JMST in Q1 2024 and has held it in 9 quarters since. The position peaked at $510K in Q3 2025. 553 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Pallas Capital Advisors held 10,000 shares of JPMorgan Ultra-Short Municipal Income ETF worth $510K as of Q1 2026.
Pallas Capital Advisors left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q1 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.02% of Pallas Capital Advisors's portfolio in Q1 2026, its #503 holding.
Pallas Capital Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and has held it in 9 quarters since.
Pallas Capital Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $510K in Q3 2025.
553 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.