Beta Wealth Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$605K Hold
2022
Q3
$602K Buy
2022
Q2
$606K Sell
2022
Q1
$803K Sell
2021
Q4
$2.28M Hold
2021
Q3
$2.28M Buy
2021
Q2
$2.25M Buy
2021
Q1
$753K Buy