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

Tanglewood Legacy Advisors’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 Q4	–	Sell	-1,000	Closed	-$51K	–	275
2025 Q3	$51K	Hold	1,000	–	–	0.02%	164
2025 Q2	$50.9K	Hold	1,000	–	–	0.02%	168
2025 Q1	$50.9K	Hold	1,000	–	–	0.02%	171
2024 Q4	$50.7K	Hold	1,000	–	–	0.02%	173
2024 Q3	$50.9K	Hold	1,000	–	–	0.02%	162
2024 Q2	$50.7K	Hold	1,000	–	–	0.02%	158
2024 Q1	$50.7K	Hold	1,000	–	–	0.03%	161
2023 Q4	$50.7K	Hold	1,000	–	–	0.03%	155
2023 Q3	$50.5K	Hold	1,000	–	–	0.03%	155
2023 Q2	$50.6K	Hold	1,000	–	–	0.03%	160
2023 Q1	$50.8K	Buy	+1,000	New	+$50.6K	0.03%	150

Other funds holding JMST

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Tanglewood Legacy Advisors's JMST Position: Q4 2025 in Review

Tanglewood Legacy Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2025, closing a stake of 1,000 shares — an estimated $51K sold.

Tanglewood Legacy Advisors first reported a position in JMST in Q1 2023 and held it in 11 quarters. The position peaked at $51K in Q3 2025. 547 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

Tanglewood Legacy Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
Tanglewood Legacy Advisors sold 1,000 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2025, an estimated $51K.
Tanglewood Legacy Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and held it in 11 quarters.
Tanglewood Legacy Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $51K in Q3 2025.
547 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.