AWA
Amplius 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 | $309K | Buy |
+6,073
| New | +$309K | 0.03% | 152 |
|
|
2023
Q1 | – | Sell |
-4,881
| Closed | -$247K | – | 168 |
|
|
2022
Q4 | $247K | Sell |
4,881
-1,648
| -25% | -$83.3K | 0.04% | 136 |
|
|
2022
Q3 | $328K | Sell |
6,529
-3,381
| -34% | -$170K | 0.06% | 110 |
|
|
2022
Q2 | $501K | Sell |
9,910
-4,772
| -33% | -$241K | 0.08% | 88 |
|
|
2022
Q1 | $743K | Sell |
14,682
-24,770
| -63% | -$1.25M | 0.11% | 74 |
|
|
2021
Q4 | $2.01M | Buy |
+39,452
| New | +$2.01M | 0.28% | 42 |
|