Acima Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,804
| Closed | -$949K | – | 253 |
|
|
2023
Q3 | $949K | Hold |
18,804
| – | – | 0.42% | 56 |
|
|
2023
Q2 | $952K | Hold |
18,804
| – | – | 0.46% | 54 |
|
|
2023
Q1 | $955K | Sell |
18,804
-926
| -5% | -$47K | 0.47% | 55 |
|
|
2022
Q4 | $997K | Sell |
19,730
-191
| -1% | -$9.65K | 0.51% | 52 |
|
|
2022
Q3 | $1M | Hold |
19,921
| – | – | 0.52% | 52 |
|
|
2022
Q2 | $1.01M | Sell |
19,921
-8,256
| -29% | -$418K | 0.5% | 52 |
|
|
2022
Q1 | $1.43M | Sell |
28,177
-15,770
| -36% | -$799K | 0.66% | 43 |
|
|
2021
Q4 | $2.24M | Buy |
43,947
+2,849
| +7% | +$145K | 0.97% | 32 |
|
|
2021
Q3 | $2.1M | Buy |
41,098
+10,042
| +32% | +$513K | 0.96% | 34 |
|
|
2021
Q2 | $1.59M | Sell |
31,056
-121
| -0.4% | -$6.18K | 0.73% | 39 |
|
|
2021
Q1 | $1.59M | Buy |
31,177
+2,085
| +7% | +$106K | 0.78% | 38 |
|
|
2020
Q4 | $1.49M | Buy |
29,092
+26,956
| +1,262% | +$1.38M | 0.77% | 37 |
|
|
2020
Q3 | $109K | Buy |
2,136
+1,147
| +116% | +$58.5K | 0.07% | 133 |
|
|
2020
Q2 | $50K | Buy |
+989
| New | +$50K | 0.03% | 160 |
|