BWA
Boulder 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
Q1 | $8.3M | Buy |
163,246
+52,349
| +47% | +$2.66M | 4.83% | 8 |
|
|
2024
Q4 | $5.62M | Sell |
110,897
-16,775
| -13% | -$851K | 2.9% | 10 |
|
|
2024
Q3 | $6.5M | Buy |
127,672
+86,418
| +209% | +$4.4M | 3.53% | 10 |
|
|
2024
Q2 | $2.09M | Buy |
41,254
+14,098
| +52% | +$715K | 1.22% | 10 |
|
|
2024
Q1 | $1.38M | Buy |
+27,156
| New | +$1.38M | 0.85% | 11 |
|
|
2022
Q4 | $1.02M | Buy |
+20,119
| New | +$1.02M | 0.91% | 14 |
|