Modera Wealth Management’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 Q1	–	Sell	-22,581	Closed	-$1.15M	–	623
2024 Q4	$1.15M	Hold	22,581	–	–	0.01%	305
2024 Q3	$1.15M	Sell	22,581 -6,994	-24%	-$356K	0.01%	293
2024 Q2	$1.5M	Buy	+29,575	New	+$1.5M	0.02%	254