AWC
Adamsbrown Wealth Consultants’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.28M | Sell |
44,790
-8,300
| -16% | -$423K | 0.66% | 21 |
|
2025
Q1 | $2.7M | Sell |
53,090
-742
| -1% | -$37.7K | 0.85% | 16 |
|
2024
Q4 | $2.73M | Buy |
53,832
+7,420
| +16% | +$376K | 0.93% | 16 |
|
2024
Q3 | $2.36M | Buy |
46,412
+35,661
| +332% | +$1.82M | 0.82% | 19 |
|
2024
Q2 | $546K | Buy |
+10,751
| New | +$546K | 0.21% | 38 |
|