Dogwood 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
Q2 | $255K | Sell |
5,019
-1,188
| -19% | -$60.4K | 0.12% | 90 |
|
|
2025
Q1 | $316K | Sell |
6,207
-802
| -11% | -$40.8K | 0.17% | 82 |
|
|
2024
Q4 | $355K | Buy |
7,009
+38
| +0.5% | +$1.93K | 0.19% | 81 |
|
|
2024
Q3 | $355K | Buy |
6,971
+49
| +0.7% | +$2.5K | 0.2% | 81 |
|
|
2024
Q2 | $351K | Sell |
6,922
-119
| -2% | -$6.04K | 0.22% | 65 |
|
|
2024
Q1 | $357K | Buy |
7,041
+6,110
| +656% | +$310K | 0.24% | 60 |
|
|
2023
Q4 | $47.2K | Buy |
+931
| New | +$47.2K | 0.04% | 125 |
|