FMWA
Forvis Mazars Wealth Advisors’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 | $230K | Buy |
+4,524
| New | +$230K | 0.01% | 382 |
|
|
2023
Q1 | – | Sell |
-4,432
| Closed | -$224K | – | 412 |
|
|
2022
Q4 | $224K | Sell |
4,432
-7,306
| -62% | -$369K | 0.01% | 364 |
|
|
2022
Q3 | $590K | Buy |
11,738
+5,365
| +84% | +$270K | 0.02% | 240 |
|
|
2022
Q2 | $323K | Sell |
6,373
-24,926
| -80% | -$1.26M | 0.01% | 314 |
|
|
2022
Q1 | $1.59M | Sell |
31,299
-3,135
| -9% | -$159K | 0.07% | 122 |
|
|
2021
Q4 | $1.76M | Buy |
34,434
+16,811
| +95% | +$858K | 0.07% | 111 |
|
|
2021
Q3 | $900K | Buy |
+17,623
| New | +$900K | 0.04% | 138 |
|