Elevation 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 | $142K | Hold |
2,790
| – | – | 0.06% | 141 |
|
|
2025
Q1 | $141K | Hold |
2,790
| – | – | 0.06% | 132 |
|
|
2024
Q4 | $141K | Hold |
2,790
| – | – | 0.06% | 136 |
|
|
2024
Q3 | $142K | Hold |
2,790
| – | – | 0.06% | 138 |
|
|
2024
Q2 | $142K | Hold |
2,790
| – | – | 0.07% | 135 |
|
|
2024
Q1 | $142K | Hold |
2,790
| – | – | 0.07% | 132 |
|
|
2023
Q4 | $142K | Hold |
2,790
| – | – | 0.08% | 123 |
|
|
2023
Q3 | $141K | Sell |
2,790
-1,980
| -42% | -$99.9K | 0.12% | 76 |
|
|
2023
Q2 | $242K | Hold |
4,770
| – | – | 0.2% | 52 |
|
|
2023
Q1 | $242K | Buy |
+4,770
| New | +$242K | 0.22% | 53 |
|