Congress Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Congress Wealth Management’s Portfolio JMST Stock Details JMST Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$425K	Buy
2022 Q1	–	Sell
2021 Q4	$763K	Buy