Beaumont Financial Advisors’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
Q1 | – | Sell |
-4,180
| Closed | -$212K | – | 378 |
|
|
2024
Q4 | $212K | Sell |
4,180
-94
| -2% | -$4.77K | 0.02% | 349 |
|
|
2024
Q3 | $218K | Sell |
4,274
-96
| -2% | -$4.89K | 0.02% | 329 |
|
|
2024
Q2 | $222K | Buy |
4,370
+9
| +0.2% | +$457 | 0.02% | 329 |
|
|
2024
Q1 | $221K | Buy |
4,361
+8
| +0.2% | +$406 | 0.02% | 332 |
|
|
2023
Q4 | $221K | Buy |
+4,353
| New | +$221K | 0.02% | 313 |
|
|
2023
Q3 | – | Sell |
-7,910
| Closed | -$402K | – | 338 |
|
|
2023
Q2 | $402K | Hold |
7,910
| – | – | 0.04% | 221 |
|
|
2023
Q1 | $402K | Sell |
7,910
-3,960
| -33% | -$201K | 0.04% | 201 |
|
|
2022
Q4 | $600K | Buy |
+11,870
| New | +$600K | 0.06% | 162 |
|