Philip James Wealth Mangement’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	$1.71M	Buy	33,648 +108	+0.3%	+$5.5K	0.22%	70
2025 Q1	$1.71M	Buy	33,540 +3,316	+11%	+$169K	0.21%	62
2024 Q4	$1.53M	Buy	30,224 +3,064	+11%	+$155K	0.2%	67
2024 Q3	$1.38M	Buy	27,160 +20,056	+282%	+$1.02M	0.17%	70
2024 Q2	$360K	Buy	+7,104	New	+$360K	0.24%	42