Beese Fulmer Investment 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 | $557K | Sell |
10,945
-4,000
| -27% | -$204K | 0.04% | 167 |
|
|
2025
Q1 | $760K | Buy |
14,945
+6,000
| +67% | +$305K | 0.07% | 134 |
|
|
2024
Q4 | $454K | Hold |
8,945
| – | – | 0.04% | 157 |
|
|
2024
Q3 | $456K | Hold |
8,945
| – | – | 0.04% | 164 |
|
|
2024
Q2 | $454K | Buy |
8,945
+4,000
| +81% | +$203K | 0.04% | 153 |
|
|
2024
Q1 | $251K | Hold |
4,945
| – | – | 0.02% | 200 |
|
|
2023
Q4 | $251K | Hold |
4,945
| – | – | 0.03% | 195 |
|
|
2023
Q3 | $249K | Hold |
4,945
| – | – | 0.03% | 187 |
|
|
2023
Q2 | $250K | Hold |
4,945
| – | – | 0.03% | 189 |
|
|
2023
Q1 | $251K | Hold |
4,945
| – | – | 0.03% | 190 |
|
|
2022
Q4 | $250K | Hold |
4,945
| – | – | 0.03% | 191 |
|
|
2022
Q3 | $249K | Hold |
4,945
| – | – | 0.03% | 182 |
|
|
2022
Q2 | $250K | Hold |
4,945
| – | – | 0.03% | 193 |
|
|
2022
Q1 | $250K | Hold |
4,945
| – | – | 0.03% | 200 |
|
|
2021
Q4 | $252K | Buy |
+4,945
| New | +$252K | 0.03% | 208 |
|