Carson Wealth (CWM LLC)’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.9M	Buy	781,688 +428,177	+121%	+$21.9M	0.1%	184
2025 Q4	$18M	Sell	353,511 -6,576	-2%	-$335K	0.05%	355
2025 Q3	$18.4M	Sell	360,087 -125,386	-26%	-$6.39M	0.06%	292
2025 Q2	$24.7M	Buy	485,473 +67,330	+16%	+$3.42M	0.09%	205
2025 Q1	$21.3M	Buy	418,143 +22,024	+6%	+$1.12M	0.08%	215
2024 Q4	$20.1M	Buy	396,119 +6,738	+2%	+$342K	0.08%	205
2024 Q3	$19.8M	Sell	389,381 -308,719	-44%	-$15.7M	0.09%	208
2024 Q2	$35.4M	Sell	698,100 -28,877	-4%	-$1.46M	0.17%	125
2024 Q1	$36.9M	Buy	726,977 +59,051	+9%	+$3M	0.18%	114
2023 Q4	$33.9M	Buy	667,926 +287,684	+76%	+$14.5M	0.18%	107
2023 Q3	$19.2M	Sell	380,242 -84,456	-18%	-$4.27M	0.12%	163
2023 Q2	$23.5M	Buy	464,698 +72,057	+18%	+$3.65M	0.15%	135
2023 Q1	$19.9M	Buy	392,641 +24,256	+7%	+$1.23M	0.13%	148
2022 Q4	$18.6M	Buy	368,385 +189,542	+106%	+$9.56M	0.14%	147
2022 Q3	$9M	Buy	178,843 +6,438	+4%	+$325K	0.07%	207
2022 Q2	$8.73M	Buy	172,405 +171,762	+26,713%	+$8.68M	0.07%	213
2022 Q1	$33K	Hold	643	–	–	﹤0.01%	1803
2021 Q4	$33K	Buy	+643	New	+$32.8K	﹤0.01%	1751