Core 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
Q2 | $1.51M | Sell |
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|
2025
Q1 | $1.72M | Sell |
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|
2024
Q4 | $1.81M | Sell |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $2.73M | Buy |
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|
2024
Q1 | $2.66M | Buy |
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|
2023
Q4 | $2.48M | Buy |
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|
2023
Q3 | $2.25M | Sell |
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|
2023
Q2 | $2.31M | Buy |
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|
2023
Q1 | $2.1M | Buy |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $863K | Buy |
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|
2022
Q2 | $802K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $300K | Hold |
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|
2021
Q3 | $300K | Buy |
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