SAI
Savvy Advisors Inc’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 | $3.57M | Buy |
70,147
+53,123
| +312% | +$2.71M | 0.24% | 67 |
|
|
2025
Q1 | $866K | Buy |
17,024
+24
| +0.1% | +$1.22K | 0.09% | 193 |
|
|
2024
Q4 | $862K | Hold |
17,000
| – | – | 0.1% | 164 |
|
|
2024
Q3 | $866K | Sell |
17,000
-3,121
| -16% | -$159K | 0.18% | 119 |
|
|
2024
Q2 | $1.02M | Buy |
+20,121
| New | +$1.02M | 0.33% | 71 |
|