Daymark Wealth Partners’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
Q2 | $1.15M | Buy |
22,506
+3,970
| +21% | +$202K | 0.04% | 245 |
|
|
2025
Q1 | $943K | Sell |
18,536
-55
| -0.3% | -$2.8K | 0.04% | 248 |
|
|
2024
Q4 | $943K | Sell |
18,591
-384
| -2% | -$19.5K | 0.04% | 245 |
|
|
2024
Q3 | $967K | Sell |
18,975
-12,001
| -39% | -$611K | 0.04% | 251 |
|
|
2024
Q2 | $1.57M | Buy |
30,976
+7,031
| +29% | +$357K | 0.07% | 182 |
|
|
2024
Q1 | $1.21M | Buy |
23,945
+7,422
| +45% | +$377K | 0.07% | 178 |
|
|
2023
Q4 | $838K | Hold |
16,523
| – | – | 0.05% | 200 |
|
|
2023
Q3 | $834K | Buy |
16,523
+8,970
| +119% | +$453K | 0.06% | 186 |
|
|
2023
Q2 | $383K | Buy |
7,553
+2,053
| +37% | +$104K | 0.03% | 266 |
|
|
2023
Q1 | $279K | Buy |
+5,500
| New | +$279K | 0.04% | 246 |
|