CLA (CliftonLarsonAllen) Wealth 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 | $19.7M | Sell |
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|
2025
Q2 | $20.1M | Buy |
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|
2025
Q1 | $18.9M | Sell |
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|
2024
Q4 | $19.8M | Buy |
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|
2024
Q3 | $17.9M | Buy |
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|
2024
Q2 | $17.7M | Buy |
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|
2024
Q1 | $17.6M | Sell |
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|
2023
Q4 | $25.5M | Buy |
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|
2023
Q3 | $16.4M | Buy |
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|
2023
Q2 | $16.4M | Sell |
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|
2023
Q1 | $20.4M | Sell |
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|
2022
Q4 | $24.8M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $47.7M | Sell |
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|
2022
Q1 | $92.7M | Sell |
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|
2021
Q4 | $134M | Buy |
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|
2021
Q3 | $59M | Buy |
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|
2021
Q2 | $45.4M | Sell |
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|
2021
Q1 | $68.9M | Buy |
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|
2020
Q4 | $38M | Buy |
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|
2020
Q3 | $35.6M | Buy |
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