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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

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HWM
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RCA
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Fidelity Investments
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return