Avaii 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 | $559K | Sell |
10,981
-155
| -1% | -$7.89K | 0.25% | 55 |
|
|
2025
Q1 | $566K | Sell |
11,136
-187
| -2% | -$9.51K | 0.3% | 48 |
|
|
2024
Q4 | $574K | Sell |
11,323
-929
| -8% | -$47.1K | 0.28% | 53 |
|
|
2024
Q3 | $624K | Hold |
12,252
| – | – | 0.32% | 47 |
|
|
2024
Q2 | $622K | Sell |
12,252
-1,285
| -9% | -$65.2K | 0.34% | 51 |
|
|
2024
Q1 | $687K | Sell |
13,537
-297
| -2% | -$15.1K | 0.4% | 45 |
|
|
2023
Q4 | $702K | Buy |
13,834
+59
| +0.4% | +$2.99K | 0.46% | 48 |
|
|
2023
Q3 | $695K | Sell |
13,775
-574
| -4% | -$29K | 0.53% | 42 |
|
|
2023
Q2 | $727K | Sell |
14,349
-1,200
| -8% | -$60.8K | 0.56% | 41 |
|
|
2023
Q1 | $790K | Sell |
15,549
-729
| -4% | -$37K | 0.69% | 34 |
|
|
2022
Q4 | $823K | Buy |
+16,278
| New | +$823K | 0.74% | 28 |
|