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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
Q3 		$2.2M Sell
43,433
-26,017
-37% -$1.32M 0.12% 119
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

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Legacy Private Trust's JMST Position: Q3 2026 in Review

Legacy Private Trust reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 37% in Q3 2026, selling an estimated $1.32M and leaving 43,433 shares worth $2.2M. The position accounts for 0.12% of the portfolio, ranked #119.

Legacy Private Trust first reported a position in JMST in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.73M in Q3 2025. 27 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

  • Legacy Private Trust held 43,433 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.2M as of Q3 2026.
  • Legacy Private Trust sold 26,017 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $1.32M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.12% of Legacy Private Trust's portfolio in Q3 2026, its #119 holding.
  • Legacy Private Trust first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and has held it in 15 quarters since.
  • Legacy Private Trust's JPMorgan Ultra-Short Municipal Income ETF position peaked at $7.73M in Q3 2025.
  • 27 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.