AO
Advisor OS’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 | $23.2M | Buy |
454,766
+82,267
| +22% | +$4.19M | 2.28% | 9 |
|
|
2025
Q1 | $18.9M | Buy |
372,499
+14,730
| +4% | +$749K | 2.16% | 9 |
|
|
2024
Q4 | $18.1M | Sell |
357,769
-21,869
| -6% | -$1.11M | 2.1% | 10 |
|
|
2024
Q3 | $19.3M | Buy |
379,638
+18,289
| +5% | +$932K | 1.93% | 10 |
|
|
2024
Q2 | $18.3M | Buy |
361,349
+46,175
| +15% | +$2.34M | 2.01% | 8 |
|
|
2024
Q1 | $16M | Buy |
315,174
+23,512
| +8% | +$1.19M | 1.84% | 9 |
|
|
2023
Q4 | $14.8M | Buy |
291,662
+62,003
| +27% | +$3.15M | 1.93% | 10 |
|
|
2023
Q3 | $11.6M | Buy |
229,659
+111,273
| +94% | +$5.61M | 1.74% | 12 |
|
|
2023
Q2 | $6M | Buy |
118,386
+95,061
| +408% | +$4.81M | 0.98% | 21 |
|
|
2023
Q1 | $1.18M | Buy |
23,325
+8,994
| +63% | +$457K | 0.28% | 91 |
|
|
2022
Q4 | $724K | Buy |
14,331
+10,150
| +243% | +$513K | 0.19% | 119 |
|
|
2022
Q3 | $210K | Sell |
4,181
-38
| -0.9% | -$1.91K | 0.06% | 191 |
|
|
2022
Q2 | $214K | Sell |
4,219
-6,188
| -59% | -$314K | 0.06% | 196 |
|
|
2022
Q1 | $527K | Buy |
+10,407
| New | +$527K | 0.15% | 143 |
|