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

Legacy Private Trust’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	$3.54M	Buy	69,450 +37,907	+120%	+$1.93M	0.2%	92
2026 Q1	$1.61M	Sell	31,543 -35,607	-53%	-$1.82M	0.1%	136
2025 Q4	$3.42M	Sell	67,150 -84,292	-56%	-$4.29M	0.2%	90
2025 Q3	$7.73M	Buy	151,442 +27,675	+22%	+$1.41M	0.46%	48
2025 Q2	$6.3M	Buy	123,767 +18,418	+17%	+$935K	0.41%	52
2025 Q1	$5.36M	Buy	105,349 +18,915	+22%	+$961K	0.37%	55
2024 Q4	$4.38M	Buy	86,434 +26,023	+43%	+$1.32M	0.29%	70
2024 Q3	$3.08M	Buy	60,411 +5,317	+10%	+$270K	0.21%	89
2024 Q2	$2.8M	Sell	55,094 -1,955	-3%	-$99K	0.2%	90
2024 Q1	$2.89M	Sell	57,049 -8,875	-13%	-$450K	0.21%	91
2023 Q4	$3.34M	Sell	65,924 -3,130	-5%	-$158K	0.27%	82
2023 Q3	$3.48M	Buy	69,054 +6,547	+10%	+$331K	0.3%	76
2023 Q2	$3.17M	Buy	62,507 +56,987	+1,032%	+$2.88M	0.26%	84
2023 Q1	$280K	Buy	+5,520	New	+$279K	0.02%	203

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

Legacy Private Trust's JMST Position: Q2 2026 in Review

Legacy Private Trust increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 120% in Q2 2026, buying an estimated $1.93M and bringing the position to 69,450 shares worth $3.54M. The position accounts for 0.2% of the portfolio, ranked #92.

Legacy Private Trust first reported a position in JMST in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.73M in Q3 2025. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Legacy Private Trust held 69,450 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.54M as of Q2 2026.
Legacy Private Trust bought 37,907 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.93M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.2% of Legacy Private Trust's portfolio in Q2 2026, its #92 holding.
Legacy Private Trust first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and has held it in 14 quarters since.
Legacy Private Trust's JPMorgan Ultra-Short Municipal Income ETF position peaked at $7.73M in Q3 2025.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.