RWA
Rooted Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
21,213
+246
| +1% | +$12.5K | 0.37% | 39 |
|
|
2025
Q1 | $1.06M | Sell |
20,967
-47
| -0.2% | -$2.39K | 0.46% | 38 |
|
|
2024
Q4 | $1.07M | Buy |
21,014
+68
| +0.3% | +$3.45K | 0.42% | 40 |
|
|
2024
Q3 | $1.06M | Buy |
20,946
+228
| +1% | +$11.6K | 0.47% | 37 |
|
|
2024
Q2 | $1.05M | Buy |
20,718
+6,815
| +49% | +$346K | 0.46% | 40 |
|
|
2024
Q1 | $703K | Buy |
13,903
+188
| +1% | +$9.51K | 0.35% | 45 |
|
|
2023
Q4 | $695K | Buy |
+13,715
| New | +$695K | 0.36% | 45 |
|