CWM
Collaborative 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 | $820K | Buy |
16,101
+1,259
| +8% | +$64.1K | 0.36% | 60 |
|
|
2025
Q1 | $755K | Buy |
14,842
+408
| +3% | +$20.7K | 0.35% | 58 |
|
|
2024
Q4 | $732K | Buy |
14,434
+1,533
| +12% | +$77.7K | 0.33% | 64 |
|
|
2024
Q3 | $657K | Buy |
12,901
+907
| +8% | +$46.2K | 0.3% | 75 |
|
|
2024
Q2 | $609K | Buy |
11,994
+982
| +9% | +$49.8K | 0.3% | 73 |
|
|
2024
Q1 | $559K | Buy |
11,012
+4,585
| +71% | +$233K | 0.28% | 79 |
|
|
2023
Q4 | $326K | Buy |
6,427
+1,581
| +33% | +$80.2K | 0.18% | 112 |
|
|
2023
Q3 | $244K | Buy |
+4,846
| New | +$244K | 0.15% | 137 |
|