UWM
USAdvisors Wealth Management’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 | $1.15M | Sell |
22,550
-101
| -0.4% | -$5.14K | 0.43% | 57 |
|
|
2025
Q1 | $1.15M | Buy |
22,651
+3,053
| +16% | +$155K | 0.4% | 56 |
|
|
2024
Q4 | $993K | Buy |
19,598
+5,370
| +38% | +$272K | 0.32% | 65 |
|
|
2024
Q3 | $724K | Buy |
14,228
+801
| +6% | +$40.8K | 0.25% | 72 |
|
|
2024
Q2 | $681K | Buy |
13,427
+431
| +3% | +$21.9K | 0.24% | 70 |
|
|
2024
Q1 | $659K | Buy |
12,996
+834
| +7% | +$42.3K | 0.25% | 79 |
|
|
2023
Q4 | $617K | Sell |
12,162
-776
| -6% | -$39.4K | 0.26% | 75 |
|
|
2023
Q3 | $652K | Sell |
12,938
-235
| -2% | -$11.8K | 0.29% | 72 |
|
|
2023
Q2 | $667K | Buy |
13,173
+1,434
| +12% | +$72.6K | 0.32% | 71 |
|
|
2023
Q1 | $596K | Sell |
11,739
-580
| -5% | -$29.4K | 0.28% | 75 |
|
|
2022
Q4 | $623K | Buy |
12,319
+5,828
| +90% | +$295K | 0.3% | 70 |
|
|
2022
Q3 | $326K | Buy |
+6,491
| New | +$326K | 0.17% | 95 |
|