EWS
Evergreen Wealth Solutions’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 | $4.09M | Sell |
80,268
-3,800
| -5% | -$193K | 2.46% | 7 |
|
|
2025
Q1 | $4.27M | Buy |
84,068
+47,210
| +128% | +$2.4M | 2.88% | 7 |
|
|
2024
Q4 | $1.87M | Buy |
36,858
+19,257
| +109% | +$977K | 1.3% | 13 |
|
|
2024
Q3 | $897K | Sell |
17,601
-2,436
| -12% | -$124K | 0.61% | 29 |
|
|
2024
Q2 | $1.02M | Sell |
20,037
-7,534
| -27% | -$382K | 0.72% | 27 |
|
|
2024
Q1 | $1.4M | Sell |
27,571
-16,849
| -38% | -$855K | 1.04% | 20 |
|
|
2023
Q4 | $2.25M | Buy |
44,420
+24,219
| +120% | +$1.23M | 1.93% | 7 |
|
|
2023
Q3 | $1.02M | Buy |
20,201
+195
| +1% | +$9.84K | 1.03% | 27 |
|
|
2023
Q2 | $1.01M | Sell |
20,006
-5,297
| -21% | -$268K | 1.02% | 33 |
|
|
2023
Q1 | $1.29M | Buy |
25,303
+5,227
| +26% | +$265K | 1.49% | 21 |
|
|
2022
Q4 | $1.02M | Sell |
20,076
-14,549
| -42% | -$736K | 1.34% | 25 |
|
|
2022
Q3 | $1.74M | Sell |
34,625
-16,625
| -32% | -$836K | 2.47% | 6 |
|
|
2022
Q2 | $2.6M | Buy |
+51,250
| New | +$2.6M | 3.19% | 4 |
|