BHK Investment 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
Q2 | $306K | Hold |
6,000
| – | – | 0.12% | 55 |
|
|
2025
Q1 | $305K | Hold |
6,000
| – | – | 0.13% | 51 |
|
|
2024
Q4 | $304K | Hold |
6,000
| – | – | 0.11% | 52 |
|
|
2024
Q3 | $306K | Hold |
6,000
| – | – | 0.11% | 54 |
|
|
2024
Q2 | $304K | Hold |
6,000
| – | – | 0.12% | 51 |
|
|
2024
Q1 | $304K | Buy |
+6,000
| New | +$304K | 0.12% | 53 |
|
|
2023
Q3 | – | Sell |
-7,000
| Closed | -$355K | – | 56 |
|
|
2023
Q2 | $355K | Hold |
7,000
| – | – | 0.15% | 50 |
|
|
2023
Q1 | $356K | Buy |
+7,000
| New | +$356K | 0.16% | 51 |
|
|
2022
Q4 | – | Sell |
-7,000
| Closed | -$352K | – | 61 |
|
|
2022
Q3 | $352K | Buy |
7,000
+1,000
| +17% | +$50.3K | 0.18% | 46 |
|
|
2022
Q2 | $304K | Hold |
6,000
| – | – | 0.14% | 59 |
|
|
2022
Q1 | $304K | Hold |
6,000
| – | – | 0.13% | 58 |
|
|
2021
Q4 | $306K | Hold |
6,000
| – | – | 0.12% | 58 |
|
|
2021
Q3 | $306K | Buy |
+6,000
| New | +$306K | 0.13% | 59 |
|