LC
JMST icon

Legacy CG’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Legacy CG’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
2025
Q3 		– Sell
-23,238
Closed -$1.18M – 51
2025
Q2 		$1.18M Sell
23,238
-95,390
-80% -$4.84M 0.35% 47
2025
Q1 		$6.03M Sell
118,628
-10,347
-8% -$526K 1.95% 19
2024
Q4 		$6.54M Buy
128,975
+33,940
+36% +$1.72M 2.01% 19
2024
Q3 		$4.84M Buy
95,035
+5,574
+6% +$283K 1.58% 29
2024
Q2 		$4.54M Buy
+89,461
New +$4.53M 1.55% 31

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Legacy CG's JMST Position: Q3 2025 in Review

Legacy CG sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2025, closing a stake of 23,238 shares — an estimated $1.18M sold.

Legacy CG first reported a position in JMST in Q2 2024 and held it in 5 quarters. The position peaked at $6.54M in Q4 2024. 499 funds tracked by Wall St. Rank hold JMST as of Q3 2025.

  • Legacy CG reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy CG sold 23,238 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2025, an estimated $1.18M.
  • Legacy CG first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2024 and held it in 5 quarters.
  • Legacy CG's JPMorgan Ultra-Short Municipal Income ETF position peaked at $6.54M in Q4 2024.
  • 499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2025.

Based on Legacy CG's 13F filing for Q3 2025, filed 23 Oct 2025.