Bison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,068
| Closed | -$308K | – | 441 |
|
|
2024
Q2 | $308K | Hold |
6,068
| – | – | 0.05% | 330 |
|
|
2024
Q1 | $308K | Hold |
6,068
| – | – | 0.05% | 330 |
|
|
2023
Q4 | $308K | Sell |
6,068
-292
| -5% | -$14.8K | 0.05% | 308 |
|
|
2023
Q3 | $321K | Sell |
6,360
-1,738
| -21% | -$87.7K | 0.06% | 293 |
|
|
2023
Q2 | $410K | Buy |
8,098
+1,585
| +24% | +$80.3K | 0.08% | 253 |
|
|
2023
Q1 | $330K | Sell |
6,513
-1,515
| -19% | -$76.7K | 0.1% | 189 |
|
|
2022
Q4 | $407K | Buy |
+8,028
| New | +$407K | 0.13% | 174 |
|