Beverly Hills Private Wealth’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 | $494K | Buy |
+9,708
| New | +$494K | 0.09% | 177 |
|
|
2025
Q1 | – | Sell |
-4,409
| Closed | -$224K | – | 345 |
|
|
2024
Q4 | $224K | Sell |
4,409
-2,793
| -39% | -$142K | 0.05% | 307 |
|
|
2024
Q3 | $367K | Sell |
7,202
-70
| -1% | -$3.57K | 0.07% | 231 |
|
|
2024
Q2 | $369K | Sell |
7,272
-7,346
| -50% | -$373K | 0.08% | 236 |
|
|
2024
Q1 | $742K | Buy |
14,618
+7,368
| +102% | +$374K | 0.17% | 132 |
|
|
2023
Q4 | $368K | Buy |
+7,250
| New | +$368K | 0.1% | 222 |
|