Atria Wealth Solutions’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Sell |
8,366
-884
| -10% | -$45K | 0.01% | 989 |
|
|
2025
Q1 | $470K | Buy |
9,250
+120
| +1% | +$6.1K | 0.01% | 1221 |
|
|
2024
Q4 | $463K | Sell |
9,130
-467
| -5% | -$23.7K | 0.01% | 1297 |
|
|
2024
Q3 | $489K | Buy |
9,597
+1,622
| +20% | +$82.6K | 0.01% | 1250 |
|
|
2024
Q2 | $405K | Buy |
+7,975
| New | +$405K | ﹤0.01% | 1326 |
|
|
2023
Q4 | – | Sell |
-3,985
| Closed | -$201K | – | 1966 |
|
|
2023
Q3 | $201K | Sell |
3,985
-920
| -19% | -$46.4K | ﹤0.01% | 1688 |
|
|
2023
Q2 | $248K | Sell |
4,905
-14,045
| -74% | -$711K | ﹤0.01% | 1548 |
|
|
2023
Q1 | $962K | Buy |
18,950
+6,006
| +46% | +$305K | 0.01% | 810 |
|
|
2022
Q4 | $655K | Buy |
+12,944
| New | +$655K | 0.01% | 949 |
|