Peterson Wealth 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
$1.43M Buy
28,016
+16,497
+143% +$840K 0.24% 36
2025
Q1
$583K Buy
11,519
+597
+5% +$30.2K 0.11% 51
2024
Q4
$554K Sell
10,922
-2,027
-16% -$103K 0.1% 51
2024
Q3
$660K Buy
12,949
+4,869
+60% +$248K 0.12% 43
2024
Q2
$410K Buy
+8,080
New +$410K 0.09% 52