BTWM
Baker Tilly Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-46,370
| Closed | -$2.33M | – | 551 |
|
|
2022
Q3 | $2.33M | Buy |
+46,370
| New | +$2.33M | 0.32% | 72 |
|
|
2021
Q4 | – | Sell |
-294,606
| Closed | -$15M | – | 533 |
|
|
2021
Q3 | $15M | Buy |
294,606
+28,255
| +11% | +$1.44M | 1.99% | 7 |
|
|
2021
Q2 | $13.6M | Buy |
266,351
+29,628
| +13% | +$1.51M | 2.19% | 5 |
|
|
2021
Q1 | $12.1M | Buy |
236,723
+205
| +0.1% | +$10.5K | 2.47% | 4 |
|
|
2020
Q4 | $12.1M | Buy |
+236,518
| New | +$12.1M | 3.73% | 2 |
|