Evernest Financial Advisors’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 Q2	–	Sell	-23,818	Closed	-$1.21M	–	174
2025 Q1	$1.21M	Sell	23,818 -55,105	-70%	-$2.8M	0.43%	51
2024 Q4	$4M	Buy	78,923 +11,149	+16%	+$565K	1.04%	21
2024 Q3	$3.45M	Buy	+67,774	New	+$3.45M	0.93%	22