AWA
Aletheian Wealth Advisors’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 | $623K | Buy |
12,240
+6,667
| +120% | +$339K | 0.31% | 51 |
|
|
2025
Q1 | $283K | Buy |
5,573
+766
| +16% | +$39K | 0.16% | 72 |
|
|
2024
Q4 | $244K | Buy |
4,807
+844
| +21% | +$42.8K | 0.14% | 69 |
|
|
2024
Q3 | $202K | Sell |
3,963
-43
| -1% | -$2.19K | 0.12% | 78 |
|
|
2024
Q2 | $203K | Sell |
4,006
-10
| -0.2% | -$507 | 0.11% | 82 |
|
|
2024
Q1 | $204K | Buy |
+4,016
| New | +$204K | 0.11% | 78 |
|
|
2023
Q3 | – | Sell |
-4,970
| Closed | -$252K | – | 78 |
|
|
2023
Q2 | $252K | Sell |
4,970
-61
| -1% | -$3.09K | 0.17% | 73 |
|
|
2023
Q1 | $256K | Buy |
+5,031
| New | +$256K | 0.23% | 55 |
|