CPA
Clear Point Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
27,558
+89
| +0.3% | +$4.53K | 1.18% | 19 |
|
|
2025
Q1 | $1.4M | Sell |
27,469
-3,827
| -12% | -$195K | 1.26% | 19 |
|
|
2024
Q4 | $1.59M | Sell |
31,296
-404
| -1% | -$20.5K | 1.36% | 17 |
|
|
2024
Q3 | $1.61M | Sell |
31,700
-2,755
| -8% | -$140K | 1.25% | 17 |
|
|
2024
Q2 | $1.75M | Sell |
34,455
-3,212
| -9% | -$163K | 1.44% | 15 |
|
|
2024
Q1 | $1.91M | Sell |
37,667
-924
| -2% | -$46.9K | 1.57% | 11 |
|
|
2023
Q4 | $1.96M | Buy |
+38,591
| New | +$1.96M | 1.73% | 11 |
|