Apella Capital’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 | $827K | Buy |
16,275
+122
| +0.8% | +$6.2K | 0.02% | 244 |
|
|
2025
Q1 | $818K | Buy |
16,153
+158
| +1% | +$8K | 0.03% | 209 |
|
|
2024
Q4 | $811K | Buy |
15,995
+129
| +0.8% | +$6.54K | 0.03% | 183 |
|
|
2024
Q3 | $806K | Buy |
15,866
+88
| +0.6% | +$4.47K | 0.03% | 172 |
|
|
2024
Q2 | $800K | Buy |
15,778
+136
| +0.9% | +$6.89K | 0.04% | 166 |
|
|
2024
Q1 | $792K | Sell |
15,642
-869
| -5% | -$44K | 0.04% | 156 |
|
|
2023
Q4 | $838K | Buy |
16,511
+1,173
| +8% | +$59.5K | 0.05% | 149 |
|
|
2023
Q3 | $774K | Buy |
15,338
+123
| +0.8% | +$6.21K | 0.05% | 139 |
|
|
2023
Q2 | $771K | Buy |
+15,215
| New | +$771K | 0.05% | 136 |
|
|
2022
Q4 | $765K | Buy |
+15,140
| New | +$765K | 0.07% | 126 |
|