AE 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 | $3.72K | Sell |
73
-9
| -11% | -$458 | ﹤0.01% | 1990 |
|
|
2025
Q1 | $4.17K | Buy |
82
+68
| +486% | +$3.46K | ﹤0.01% | 1957 |
|
|
2024
Q4 | $710 | Buy |
+14
| New | +$710 | ﹤0.01% | 2061 |
|
|
2024
Q1 | – | Sell |
-54,807
| Closed | -$2.78M | – | 1591 |
|
|
2023
Q4 | $2.78M | Sell |
54,807
-83,322
| -60% | -$4.23M | 0.01% | 792 |
|
|
2023
Q3 | $6.97M | Buy |
138,129
+111,165
| +412% | +$5.61M | 0.04% | 457 |
|
|
2023
Q2 | $1.37M | Sell |
26,964
-15,491
| -36% | -$785K | 0.01% | 969 |
|
|
2023
Q1 | $2.16M | Sell |
42,455
-6,830
| -14% | -$347K | 0.01% | 765 |
|
|
2022
Q4 | $2.49M | Buy |
+49,285
| New | +$2.49M | 0.02% | 673 |
|