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 Q2	$12.9K	Hold	255	–	–	﹤0.01%	226
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 $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tanglewood Legacy Advisors's JPST Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 255 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Tanglewood Legacy Advisors first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $39.3K in Q3 2024. 1,198 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Tanglewood Legacy Advisors held 255 shares of JPMorgan Ultra-Short Income ETF worth $12.9K as of Q2 2026.
Tanglewood Legacy Advisors left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #226 holding.
Tanglewood Legacy Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's JPMorgan Ultra-Short Income ETF position peaked at $39.3K in Q3 2024.
1,198 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.