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Paradigm Strategies in Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Paradigm Strategies in Wealth Management’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
Q2 		$1.61M Buy
31,646
+6,483
+26% +$330K 0.98% 18
2026
Q1 		$1.28M Sell
25,163
-6,865
-21% -$350K 0.87% 21
2025
Q4 		$1.63M Sell
32,028
-2,987
-9% -$152K 1.07% 16
2025
Q3 		$1.79M Sell
35,015
-37
-0.1% -$1.89K 1.14% 14
2025
Q2 		$1.78M Sell
35,052
-1,173
-3% -$59.5K 1.17% 14
2025
Q1 		$1.84M Buy
36,225
+452
+1% +$23K 1.24% 14
2024
Q4 		$1.81M Sell
35,773
-1,204
-3% -$61.2K 1.2% 14
2024
Q3 		$1.88M Sell
36,977
-29,344
-44% -$1.49M 1.18% 18
2024
Q2 		$3.37M Sell
66,321
-870
-1% -$44.1K 2.07% 12
2024
Q1 		$3.41M Buy
67,191
+14,318
+27% +$726K 2.1% 12
2023
Q4 		$2.68M Buy
52,873
+9,171
+21% +$464K 1.76% 13
2023
Q3 		$2.2M Sell
43,702
-5,415
-11% -$274K 1.41% 15
2023
Q2 		$2.49M Buy
49,117
+24,432
+99% +$1.24M 1.68% 15
2023
Q1 		$1.25M Buy
24,685
+3,548
+17% +$180K 0.99% 16
2022
Q4 		$1.07M Buy
21,137
+4,672
+28% +$236K 0.95% 15
2022
Q3 		$828K Buy
16,465
+1,990
+14% +$101K 0.76% 17
2022
Q2 		$733K Sell
14,475
-2,755
-16% -$139K 0.8% 18
2022
Q1 		$873K Sell
17,230
-6,006
-26% -$305K 0.91% 19
2021
Q4 		$1.19M Buy
23,236
+176
+0.8% +$8.98K 1.2% 16
2021
Q3 		$1.18M Buy
23,060
+1,369
+6% +$69.9K 1.11% 17
2021
Q2 		$1.11M Sell
21,691
-6,160
-22% -$315K 1% 18
2021
Q1 		$1.42M Buy
+27,851
New +$1.42M 1.37% 17

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Paradigm Strategies in Wealth Management's JMST Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 26% in Q2 2026, buying an estimated $330K and bringing the position to 31,646 shares worth $1.61M. The position accounts for 0.98% of the portfolio, ranked #18.

Paradigm Strategies in Wealth Management first reported a position in JMST in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.41M in Q1 2024. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Paradigm Strategies in Wealth Management held 31,646 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.61M as of Q2 2026.
  • Paradigm Strategies in Wealth Management bought 6,483 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $330K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.98% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Paradigm Strategies in Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and has held it in 22 quarters since.
  • Paradigm Strategies in Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.41M in Q1 2024.
  • 562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.