AF
Advisornet Financial’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 | $647K | Buy |
12,716
+3,322
| +35% | +$169K | 0.04% | 321 |
|
|
2025
Q1 | $478K | Sell |
9,394
-2,981
| -24% | -$152K | 0.04% | 361 |
|
|
2024
Q4 | $628K | Sell |
12,375
-11,911
| -49% | -$604K | 0.05% | 268 |
|
|
2024
Q3 | $1.24M | Sell |
24,286
-15,900
| -40% | -$810K | 0.09% | 204 |
|
|
2024
Q2 | $2.04M | Buy |
40,186
+12,752
| +46% | +$647K | 0.19% | 127 |
|
|
2024
Q1 | $1.39M | Buy |
27,434
+18,560
| +209% | +$942K | 0.13% | 162 |
|
|
2023
Q4 | $450K | Buy |
8,874
+6,888
| +347% | +$349K | 0.04% | 337 |
|
|
2023
Q3 | $100K | Buy |
1,986
+548
| +38% | +$27.6K | 0.01% | 615 |
|
|
2023
Q2 | $72.8K | Sell |
1,438
-1,004
| -41% | -$50.9K | 0.01% | 719 |
|
|
2023
Q1 | $124K | Buy |
2,442
+1,278
| +110% | +$64.9K | 0.01% | 572 |
|
|
2022
Q4 | $58.8K | Sell |
1,164
-1,736
| -60% | -$87.7K | 0.01% | 749 |
|
|
2022
Q3 | $146K | Sell |
2,900
-1,580
| -35% | -$79.5K | 0.01% | 566 |
|
|
2022
Q2 | $227K | Buy |
+4,480
| New | +$227K | 0.02% | 475 |
|
|
2021
Q3 | – | Sell |
-3,748
| Closed | -$191K | – | 1933 |
|
|
2021
Q2 | $191K | Sell |
3,748
-490
| -12% | -$25K | 0.01% | 599 |
|
|
2021
Q1 | $216K | Hold |
4,238
| – | – | 0.02% | 539 |
|
|
2020
Q4 | $216K | Sell |
4,238
-47
| -1% | -$2.4K | 0.02% | 484 |
|
|
2020
Q3 | $218K | Sell |
4,285
-31,491
| -88% | -$1.6M | 0.02% | 477 |
|
|
2020
Q2 | $1.82M | Buy |
35,776
+4,129
| +13% | +$211K | 0.15% | 143 |
|
|
2020
Q1 | $1.6M | Sell |
31,647
-16,358
| -34% | -$825K | 0.15% | 134 |
|
|
2019
Q4 | $2.42M | Buy |
48,005
+13,261
| +38% | +$669K | 0.21% | 108 |
|
|
2019
Q3 | $1.75M | Buy |
34,744
+30,787
| +778% | +$1.55M | 0.16% | 132 |
|
|
2019
Q2 | $200K | Buy |
+3,957
| New | +$200K | 0.02% | 446 |
|