LWA
Lineweaver 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 | $964K | Buy |
18,934
+1,315
| +7% | +$67K | 0.15% | 96 |
|
|
2025
Q1 | $896K | Buy |
17,619
+2,168
| +14% | +$110K | 0.15% | 94 |
|
|
2024
Q4 | $784K | Buy |
15,451
+1,734
| +13% | +$87.9K | 0.14% | 94 |
|
|
2024
Q3 | $699K | Buy |
13,717
+687
| +5% | +$35K | 0.13% | 95 |
|
|
2024
Q2 | $661K | Buy |
13,030
+1,749
| +16% | +$88.7K | 0.14% | 97 |
|
|
2024
Q1 | $572K | Buy |
11,281
+2,391
| +27% | +$121K | 0.14% | 97 |
|
|
2023
Q4 | $451K | Buy |
+8,890
| New | +$451K | 0.12% | 102 |
|