Capstone Financial Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $592K | Sell |
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|
2025
Q2 | $663K | Buy |
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|
2025
Q1 | $283K | Sell |
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|
2024
Q4 | $337K | Sell |
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|
2024
Q3 | $589K | Sell |
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|
2024
Q2 | $610K | Buy |
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|
2024
Q1 | $580K | Sell |
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|
2023
Q4 | $660K | Sell |
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|
2023
Q3 | $1.86M | Sell |
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|
2023
Q2 | $1.87M | Sell |
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|
2023
Q1 | $2M | Buy |
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|
2022
Q4 | $1.76M | Sell |
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|
2022
Q3 | $1.86M | Sell |
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|
2022
Q2 | $2.99M | Sell |
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|
2022
Q1 | $6.04M | Sell |
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|
2021
Q4 | $7.61M | Sell |
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|
2021
Q3 | $9.71M | Sell |
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|
2021
Q2 | $11.5M | Sell |
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|
2021
Q1 | $13.6M | Buy |
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|
2020
Q4 | $11.9M | Buy |
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|
2020
Q3 | $10.4M | Buy |
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|
2020
Q2 | $4.79M | Buy |
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