AWM
Axxcess Wealth Management’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 | $13.4M | Buy |
263,278
+103,702
| +65% | +$5.28M | 0.31% | 65 |
|
|
2025
Q1 | $8.11M | Buy |
159,576
+23,444
| +17% | +$1.19M | 0.22% | 84 |
|
|
2024
Q4 | $6.9M | Sell |
136,132
-5,543
| -4% | -$281K | 0.17% | 107 |
|
|
2024
Q3 | $7.22M | Buy |
141,675
+49,733
| +54% | +$2.53M | 0.18% | 101 |
|
|
2024
Q2 | $4.67M | Buy |
91,942
+4,752
| +5% | +$241K | 0.12% | 139 |
|
|
2024
Q1 | $4.42M | Buy |
87,190
+31,650
| +57% | +$1.61M | 0.12% | 139 |
|
|
2023
Q4 | $2.82M | Buy |
55,540
+1,832
| +3% | +$93K | 0.08% | 191 |
|
|
2023
Q3 | $2.71M | Buy |
53,708
+18,361
| +52% | +$926K | 0.09% | 161 |
|
|
2023
Q2 | $1.79M | Buy |
35,347
+22,737
| +180% | +$1.15M | 0.13% | 147 |
|
|
2023
Q1 | $640K | Sell |
12,610
-1,267
| -9% | -$64.4K | 0.05% | 320 |
|
|
2022
Q4 | $701K | Sell |
13,877
-9,990
| -42% | -$505K | 0.06% | 291 |
|
|
2022
Q3 | $1.2M | Sell |
23,867
-5,931
| -20% | -$298K | 0.11% | 166 |
|
|
2022
Q2 | $1.51M | Buy |
29,798
+14,236
| +91% | +$721K | 0.14% | 139 |
|
|
2022
Q1 | $788K | Buy |
15,562
+7,432
| +91% | +$376K | 0.06% | 260 |
|
|
2021
Q4 | $415K | Buy |
+8,130
| New | +$415K | 0.03% | 397 |
|