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
2025
Q3
$18.4M Sell
2025
Q2
$24.7M Buy
2025
Q1
$21.3M Buy
2024
Q4
$20.1M Buy
2024
Q3
$19.8M Sell
2024
Q2
$35.4M Sell
2024
Q1
$36.9M Buy
2023
Q4
$33.9M Buy
2023
Q3
$19.2M Sell
2023
Q2
$23.5M Buy
2023
Q1
$19.9M Buy
2022
Q4
$18.6M Buy
2022
Q3
$9M Buy
2022
Q2
$8.73M Buy
2022
Q1
$33K Hold
2021
Q4
$33K Buy