Elmwood 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 | $7.21M | Buy |
141,499
+19,169
| +16% | +$976K | 2.86% | 4 |
|
|
2025
Q1 | $6.22M | Buy |
122,330
+15,111
| +14% | +$768K | 2.55% | 6 |
|
|
2024
Q4 | $5.44M | Buy |
107,219
+10,467
| +11% | +$531K | 2.19% | 11 |
|
|
2024
Q3 | $4.93M | Buy |
96,752
+18,025
| +23% | +$918K | 2.03% | 10 |
|
|
2024
Q2 | $4M | Sell |
78,727
-37,850
| -32% | -$1.92M | 1.78% | 10 |
|
|
2024
Q1 | $5.92M | Buy |
116,577
+8,342
| +8% | +$423K | 2.53% | 8 |
|
|
2023
Q4 | $5.49M | Sell |
108,235
-2,650
| -2% | -$134K | 3.85% | 3 |
|
|
2023
Q3 | $5.59M | Sell |
110,885
-5,945
| -5% | -$300K | 2.7% | 6 |
|
|
2023
Q2 | $5.92M | Buy |
116,830
+5,500
| +5% | +$279K | 2.76% | 5 |
|
|
2023
Q1 | $5.65M | Buy |
111,330
+18,809
| +20% | +$955K | 2.67% | 5 |
|
|
2022
Q4 | $4.68M | Buy |
92,521
+13,201
| +17% | +$667K | 2.33% | 5 |
|
|
2022
Q3 | $3.99M | Buy |
79,320
+9,750
| +14% | +$490K | 1.99% | 6 |
|
|
2022
Q2 | $3.52M | Buy |
69,570
+1,800
| +3% | +$91.2K | 2% | 9 |
|
|
2022
Q1 | $3.43M | Buy |
67,770
+3,900
| +6% | +$198K | 1.76% | 13 |
|
|
2021
Q4 | $3.26M | Buy |
+63,870
| New | +$3.26M | 1.56% | 13 |
|
|
2021
Q2 | $2.6M | Buy |
50,845
+16,150
| +47% | +$825K | 1.37% | 18 |
|
|
2021
Q1 | $1.77M | Buy |
+34,695
| New | +$1.77M | 1.08% | 30 |
|