Shum Financial Group’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 Q1	$497K	Sell	9,769 -3,959	-29%	-$201K	0.43%	62
2024 Q4	$697K	Sell	13,728 -4,791	-26%	-$243K	0.6%	54
2024 Q3	$938K	Buy	+18,519	New	+$938K	0.78%	44