Root Financial Partners’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	$471K	Buy	9,245 +4,696	+103%	+$239K	0.05%	126
2025 Q1	$231K	Sell	4,549 -216	-5%	-$11K	0.02%	188
2024 Q4	$242K	Hold	4,765	–	–	0.03%	179
2024 Q3	$243K	Buy	+4,765	New	+$243K	0.04%	136