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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,385	Closed	-$425K	–	1094
2024 Q4	$425K	Buy	+8,385	New	+$425K	0.01%	677
2022 Q1	–	Sell	-14,935	Closed	-$763K	–	620
2021 Q4	$763K	Buy	+14,935	New	+$763K	0.02%	401