Connecticut 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
Q1 | – | Sell |
-8,765
| Closed | -$444K | – | 314 |
|
|
2024
Q4 | $444K | Hold |
8,765
| – | – | 0.02% | 198 |
|
|
2024
Q3 | $446K | Buy |
8,765
+746
| +9% | +$38K | 0.02% | 228 |
|
|
2024
Q2 | $407K | Buy |
8,019
+26
| +0.3% | +$1.32K | 0.02% | 232 |
|
|
2024
Q1 | $406K | Hold |
7,993
| – | – | 0.02% | 237 |
|
|
2023
Q4 | $406K | Hold |
7,993
| – | – | 0.02% | 230 |
|
|
2023
Q3 | $403K | Sell |
7,993
-1,777
| -18% | -$89.7K | 0.03% | 193 |
|
|
2023
Q2 | $495K | Sell |
9,770
-1,488
| -13% | -$75.4K | 0.03% | 154 |
|
|
2023
Q1 | $572K | Hold |
11,258
| – | – | 0.04% | 133 |
|
|
2022
Q4 | $569K | Hold |
11,258
| – | – | 0.05% | 111 |
|
|
2022
Q3 | $566K | Buy |
+11,258
| New | +$566K | 0.05% | 107 |
|