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Phoenix Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Phoenix Wealth Advisors’s Portfolio JMST Stock Details JMST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.3M Buy
182,646
+2,013
+1% +$103K 3.89% 5
2025
Q1 		$9.19M Sell
180,633
-1,764
-1% -$89.7K 4% 2
2024
Q4 		$9.25M Sell
182,397
-1,905
-1% -$96.6K 4.01% 2
2024
Q3 		$9.39M Buy
+184,302
New +$9.39M 4.36% 2