Able Wealth Management’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
Q2 | $1.96M | Buy |
38,421
+7,501
| +24% | +$382K | 0.99% | 28 |
|
|
2025
Q1 | $1.57M | Buy |
30,920
+3,858
| +14% | +$196K | 0.93% | 31 |
|
|
2024
Q4 | $1.37M | Buy |
27,062
+4,319
| +19% | +$219K | 0.9% | 28 |
|
|
2024
Q3 | $1.16M | Sell |
22,743
-3,547
| -13% | -$181K | 0.88% | 27 |
|
|
2024
Q2 | $1.33M | Sell |
26,290
-4,805
| -15% | -$244K | 1.1% | 20 |
|
|
2024
Q1 | $1.58M | Buy |
31,095
+4,160
| +15% | +$211K | 1.38% | 16 |
|
|
2023
Q4 | $1.37M | Buy |
+26,935
| New | +$1.37M | 1.24% | 17 |
|