Capital Advisors Wealth Management’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 | $420K | Buy |
8,243
+1,827
| +28% | +$93K | 0.07% | 128 |
|
|
2025
Q1 | $326K | Buy |
+6,416
| New | +$326K | 0.06% | 132 |
|
|
2023
Q2 | – | Sell |
-7,089
| Closed | -$360K | – | 147 |
|
|
2023
Q1 | $360K | Sell |
7,089
-3,905
| -36% | -$198K | 0.1% | 92 |
|
|
2022
Q4 | $556K | Buy |
10,994
+903
| +9% | +$45.6K | 0.17% | 65 |
|
|
2022
Q3 | $508K | Buy |
+10,091
| New | +$508K | 0.17% | 66 |
|