BCGM 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 | $4.24M | Sell |
83,250
-5,752
| -6% | -$293K | 1.2% | 27 |
|
|
2025
Q1 | $4.53M | Sell |
89,002
-9,824
| -10% | -$500K | 1.39% | 16 |
|
|
2024
Q4 | $5.01M | Sell |
98,826
-2,082
| -2% | -$106K | 1.59% | 14 |
|
|
2024
Q3 | $5.14M | Sell |
100,908
-50,961
| -34% | -$2.6M | 1.67% | 13 |
|
|
2024
Q2 | $7.71M | Sell |
151,869
-4,235
| -3% | -$215K | 2.67% | 9 |
|
|
2024
Q1 | $7.92M | Buy |
156,104
+121
| +0.1% | +$6.14K | 2.84% | 7 |
|
|
2023
Q4 | $7.91M | Sell |
155,983
-3,300
| -2% | -$167K | 3.22% | 6 |
|
|
2023
Q3 | $8.04M | Sell |
159,283
-15,387
| -9% | -$776K | 3.69% | 6 |
|
|
2023
Q2 | $8.85M | Buy |
174,670
+5,616
| +3% | +$284K | 3.9% | 4 |
|
|
2023
Q1 | $8.59M | Sell |
169,054
-3,062
| -2% | -$156K | 4.33% | 4 |
|
|
2022
Q4 | $8.7M | Buy |
172,116
+4,255
| +3% | +$215K | 4.23% | 4 |
|
|
2022
Q3 | $8.45M | Sell |
167,861
-481
| -0.3% | -$24.2K | 4.22% | 4 |
|
|
2022
Q2 | $8.54M | Buy |
168,342
+55,830
| +50% | +$2.83M | 4.33% | 5 |
|
|
2022
Q1 | $5.69M | Sell |
112,512
-3,373
| -3% | -$170K | 3.09% | 7 |
|
|
2021
Q4 | $5.92M | Buy |
115,885
+3,250
| +3% | +$166K | 3.18% | 8 |
|
|
2021
Q3 | $5.75M | Buy |
112,635
+11,482
| +11% | +$586K | 3.2% | 9 |
|
|
2021
Q2 | $5.17M | Buy |
101,153
+13,766
| +16% | +$703K | 3.06% | 9 |
|
|
2021
Q1 | $4.46M | Sell |
87,387
-7,981
| -8% | -$408K | 3.05% | 11 |
|
|
2020
Q4 | $4.87M | Buy |
+95,368
| New | +$4.87M | 3.45% | 10 |
|