MWA
MFA 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 | – | Sell |
-31,366
| Closed | -$1.59M | – | 92 |
|
|
2025
Q1 | $1.59M | Buy |
31,366
+6,731
| +27% | +$342K | 0.39% | 38 |
|
|
2024
Q4 | $1.25M | Sell |
24,635
-27,513
| -53% | -$1.4M | 0.32% | 38 |
|
|
2024
Q3 | $2.66M | Sell |
52,148
-76
| -0.1% | -$3.87K | 0.58% | 35 |
|
|
2024
Q2 | $2.65M | Sell |
52,224
-49,705
| -49% | -$2.52M | 0.58% | 38 |
|
|
2024
Q1 | $5.17M | Buy |
101,929
+1,276
| +1% | +$64.7K | 1.36% | 21 |
|
|
2023
Q4 | $5.11M | Buy |
100,653
+1,266
| +1% | +$64.2K | 1.44% | 19 |
|
|
2023
Q3 | $5.01M | Buy |
99,387
+10,017
| +11% | +$505K | 1.56% | 19 |
|
|
2023
Q2 | $4.53M | Buy |
+89,370
| New | +$4.53M | 1.43% | 20 |
|