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

Tanglewood Legacy Advisors’s Portfolio JPST Stock Details JPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.9K	Sell	255 -220	-46%	-$11.1K	﹤0.01%	219
2025 Q4	$24K	Sell	475 -300	-39%	-$15.2K	0.01%	200
2025 Q3	$39.3K	Hold	775	–	–	0.02%	183
2025 Q2	$39.3K	Hold	775	–	–	0.02%	187
2025 Q1	$39.2K	Hold	775	–	–	0.02%	185
2024 Q4	$39K	Hold	775	–	–	0.02%	190
2024 Q3	$39.3K	Hold	775	–	–	0.02%	177
2024 Q2	$39.1K	Hold	775	–	–	0.02%	175
2024 Q1	$39.1K	Hold	775	–	–	0.02%	175
2023 Q4	$38.9K	Hold	775	–	–	0.02%	171
2023 Q3	$38.9K	Hold	775	–	–	0.02%	173
2023 Q2	$38.9K	Hold	775	–	–	0.02%	177
2023 Q1	$39K	Hold	775	–	–	0.02%	166
2022 Q4	$38.9K	Buy	+775	New	+$38.8K	0.03%	146

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tanglewood Legacy Advisors's JPST Position: Q1 2026 in Review

Tanglewood Legacy Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 46% in Q1 2026, selling an estimated $11.1K and leaving 255 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Tanglewood Legacy Advisors first reported a position in JPST in Q4 2022 and has held it in 14 quarters since. The position peaked at $39.3K in Q3 2024. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Tanglewood Legacy Advisors held 255 shares of JPMorgan Ultra-Short Income ETF worth $12.9K as of Q1 2026.
Tanglewood Legacy Advisors sold 220 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $11.1K.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #219 holding.
Tanglewood Legacy Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 14 quarters since.
Tanglewood Legacy Advisors's JPMorgan Ultra-Short Income ETF position peaked at $39.3K in Q3 2024.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.