SA
Stewardship 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 | $5.29M | Sell |
103,818
-2,198
| -2% | -$112K | 1.34% | 22 |
|
|
2025
Q1 | $5.39M | Buy |
106,016
+21,375
| +25% | +$1.09M | 1.46% | 20 |
|
|
2024
Q4 | $4.29M | Buy |
84,641
+6,739
| +9% | +$342K | 1.19% | 23 |
|
|
2024
Q3 | $3.97M | Buy |
77,902
+56,082
| +257% | +$2.86M | 1.12% | 25 |
|
|
2024
Q2 | $1.11M | Buy |
21,820
+4,930
| +29% | +$250K | 0.37% | 39 |
|
|
2024
Q1 | $857K | Buy |
+16,890
| New | +$857K | 0.29% | 46 |
|