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

Legacy Investment Solutions’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
Q2 		$25.7K Buy
+504
New +$25.6K 0.01% 214
2024
Q4 		$51.1K Sell
1,005
-178
-15% -$9.04K 0.03% 120
2024
Q3 		$60K Buy
+1,183
New +$60.1K 0.04% 108

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Legacy Investment Solutions's JMST Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2025: 504 shares worth $25.7K. The stake represents 0.01% of the portfolio and ranks #214 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in JMST as recently as Q4 2024.

Legacy Investment Solutions first reported a position in JMST in Q3 2024 and has held it in 3 quarters since. The position peaked at $60K in Q3 2024. 499 funds tracked by Wall St. Rank hold JMST as of Q2 2025.

  • Legacy Investment Solutions held 504 shares of JPMorgan Ultra-Short Municipal Income ETF worth $25.7K as of Q2 2025.
  • JPMorgan Ultra-Short Municipal Income ETF was a new Legacy Investment Solutions position in Q2 2025.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #214 holding.
  • Legacy Investment Solutions first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's JPMorgan Ultra-Short Municipal Income ETF position peaked at $60K in Q3 2024.
  • 499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.