Evergreen Wealth Solutions’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
2026 Q1	$3.54M	Buy	69,536 +1,219	+2%	+$62.2K	0.25%	79
2025 Q4	$3.48M	Sell	68,317 -3,518	-5%	-$179K	0.49%	38
2025 Q3	$3.67M	Sell	71,835 -8,433	-11%	-$430K	2.07%	6
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%	+$978K	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%	+$1.22M	1.93%	7
2023 Q3	$1.02M	Buy	20,201 +195	+1%	+$9.86K	1.03%	27
2023 Q2	$1.01M	Sell	20,006 -5,297	-21%	-$268K	1.02%	33
2023 Q1	$1.28M	Buy	25,303 +5,227	+26%	+$265K	1.49%	21
2022 Q4	$1.01M	Sell	20,076 -14,549	-42%	-$734K	1.34%	25
2022 Q3	$1.74M	Sell	34,625 -16,625	-32%	-$840K	2.47%	6
2022 Q2	$2.6M	Buy	+51,250	New	+$2.59M	3.19%	4