Avantax Advisory Services’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 | $1.2M | Sell |
23,482
-30,927
| -57% | -$1.57M | 0.01% | 1057 |
|
|
2025
Q1 | $2.77M | Buy |
54,409
+16,911
| +45% | +$860K | 0.02% | 609 |
|
|
2024
Q4 | $1.9M | Sell |
37,498
-2,160
| -5% | -$110K | 0.01% | 736 |
|
|
2024
Q3 | $2.02M | Sell |
39,658
-118,800
| -75% | -$6.05M | 0.01% | 691 |
|
|
2024
Q2 | $8.04M | Buy |
158,458
+77,266
| +95% | +$3.92M | 0.06% | 249 |
|
|
2024
Q1 | $4.12M | Buy |
81,192
+19,735
| +32% | +$1M | 0.04% | 352 |
|
|
2023
Q4 | $3.12M | Buy |
61,457
+2,722
| +5% | +$138K | 0.03% | 392 |
|
|
2023
Q3 | $2.96M | Buy |
58,735
+29,853
| +103% | +$1.51M | 0.03% | 361 |
|
|
2023
Q2 | $1.46M | Buy |
28,882
+23,558
| +442% | +$1.19M | 0.02% | 562 |
|
|
2023
Q1 | $270K | Sell |
5,324
-535
| -9% | -$27.2K | ﹤0.01% | 1209 |
|
|
2022
Q4 | $296K | Buy |
+5,859
| New | +$296K | ﹤0.01% | 1116 |
|