Centurion 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 | $676K | Sell |
13,279
-500
| -4% | -$25.5K | 0.19% | 90 |
|
2025
Q1 | $699K | Hold |
13,779
| – | – | 0.22% | 81 |
|
2024
Q4 | $699K | Sell |
13,779
-161
| -1% | -$8.16K | 0.22% | 81 |
|
2024
Q3 | $710K | Buy |
+13,940
| New | +$710K | 0.23% | 76 |
|
2024
Q1 | $852K | Sell |
16,798
-4,585
| -21% | -$233K | 0.34% | 59 |
|
2023
Q4 | $1.08M | Sell |
21,383
-1,375
| -6% | -$69.8K | 0.46% | 43 |
|
2023
Q3 | $1.15M | Sell |
22,758
-2,174
| -9% | -$110K | 0.56% | 38 |
|
2023
Q2 | $1.26M | Buy |
24,932
+1,060
| +4% | +$53.7K | 0.61% | 35 |
|
2023
Q1 | $1.21M | Buy |
23,872
+69
| +0.3% | +$3.51K | 0.61% | 35 |
|
2022
Q4 | $1.2M | Buy |
+23,803
| New | +$1.2M | 0.68% | 37 |
|