Boston Family Office’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 | $841K | Buy |
16,509
+8,387
| +103% | +$427K | 0.06% | 169 |
|
|
2025
Q1 | $413K | Sell |
8,122
-867
| -10% | -$44.1K | 0.03% | 211 |
|
|
2024
Q4 | $456K | Hold |
8,989
| – | – | 0.03% | 206 |
|
|
2024
Q3 | $458K | Sell |
8,989
-700
| -7% | -$35.7K | 0.03% | 209 |
|
|
2024
Q2 | $492K | Hold |
9,689
| – | – | 0.04% | 195 |
|
|
2024
Q1 | $492K | Sell |
9,689
-788
| -8% | -$40K | 0.04% | 193 |
|
|
2023
Q4 | $532K | Sell |
10,477
-9,980
| -49% | -$507K | 0.04% | 187 |
|
|
2023
Q3 | $1.03M | Sell |
20,457
-6,990
| -25% | -$353K | 0.08% | 146 |
|
|
2023
Q2 | $1.39M | Sell |
27,447
-106,096
| -79% | -$5.37M | 0.11% | 128 |
|
|
2023
Q1 | $6.78M | Sell |
133,543
-6,749
| -5% | -$343K | 0.54% | 57 |
|
|
2022
Q4 | $7.09M | Sell |
140,292
-6,877
| -5% | -$348K | 0.59% | 54 |
|
|
2022
Q3 | $7.4M | Sell |
147,169
-11,478
| -7% | -$577K | 0.66% | 46 |
|
|
2022
Q2 | $8.04M | Sell |
158,647
-11,555
| -7% | -$585K | 0.67% | 46 |
|
|
2022
Q1 | $8.62M | Sell |
170,202
-15,987
| -9% | -$810K | 0.61% | 49 |
|
|
2021
Q4 | $9.51M | Buy |
186,189
+110,210
| +145% | +$5.63M | 0.62% | 50 |
|
|
2021
Q3 | $3.88M | Buy |
75,979
+2,920
| +4% | +$149K | 0.28% | 77 |
|
|
2021
Q2 | $3.73M | Buy |
73,059
+48,266
| +195% | +$2.46M | 0.27% | 83 |
|
|
2021
Q1 | $1.12M | Buy |
+24,793
| New | +$1.12M | 0.08% | 153 |
|