WWA
WCG 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 | $8.99M | Buy |
176,462
+56,607
| +47% | +$2.88M | 0.58% | 47 |
|
|
2025
Q1 | $6.09M | Sell |
119,855
-17,213
| -13% | -$875K | 0.46% | 69 |
|
|
2024
Q4 | $6.95M | Buy |
137,068
+466
| +0.3% | +$23.6K | 0.46% | 73 |
|
|
2024
Q3 | $6.96M | Sell |
136,602
-8,809
| -6% | -$449K | 0.47% | 71 |
|
|
2024
Q2 | $7.38M | Sell |
145,411
-12,953
| -8% | -$657K | 0.55% | 58 |
|
|
2024
Q1 | $8.04M | Sell |
158,364
-54,240
| -26% | -$2.75M | 0.67% | 46 |
|
|
2023
Q4 | $10.8M | Sell |
212,604
-25,720
| -11% | -$1.31M | 0.79% | 41 |
|
|
2023
Q3 | $12.7M | Buy |
238,324
+21,654
| +10% | +$1.15M | 0.93% | 31 |
|
|
2023
Q2 | $11M | Buy |
+216,670
| New | +$11M | 1.28% | 25 |
|