Legacy Wealth Management (Idaho)’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-244	Closed	-$12.4K	–	584
2026 Q1	$12.4K	Sell	244 -130	-35%	-$6.63K	0.01%	446
2025 Q4	$19.1K	Sell	374 -130	-26%	-$6.62K	0.01%	333
2025 Q3	$25.7K	Hold	504	–	–	0.01%	244
2025 Q2	$25.7K	Sell	504 -19	-4%	-$964	0.01%	214
2025 Q1	$26.6K	Sell	523 -482	-48%	-$24.5K	0.02%	208
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

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 Wealth Management (Idaho)'s JMST Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026, closing a stake of 244 shares — an estimated $12.4K sold.

Legacy Wealth Management (Idaho) first reported a position in JMST in Q3 2024 and held it in 7 quarters. The position peaked at $60K in Q3 2024. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 244 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $12.4K.
Legacy Wealth Management (Idaho) first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s JPMorgan Ultra-Short Municipal Income ETF position peaked at $60K in Q3 2024.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.