Concurrent Investment Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Hold |
6,374
| – | – | 0.01% | 1023 |
|
|
2025
Q1 | $324K | Sell |
6,374
-291
| -4% | -$14.8K | 0.01% | 883 |
|
|
2024
Q4 | $338K | Buy |
6,665
+1,736
| +35% | +$88K | 0.01% | 775 |
|
|
2024
Q3 | $251K | Sell |
4,929
-31,004
| -86% | -$1.58M | 0.01% | 838 |
|
|
2024
Q2 | $1.82M | Buy |
35,933
+27,596
| +331% | +$1.4M | 0.06% | 293 |
|
|
2024
Q1 | $423K | Buy |
8,337
+1,778
| +27% | +$90.2K | 0.02% | 587 |
|
|
2023
Q4 | $333K | Buy |
+6,559
| New | +$333K | 0.02% | 614 |
|