Encompass 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 | $2.34M | Sell |
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|
2025
Q1 | $2.74M | Sell |
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|
2024
Q4 | $2.77M | Buy |
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|
2024
Q3 | $2.76M | Sell |
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|
2024
Q2 | $2.9M | Buy |
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|
2024
Q1 | $2.9M | Sell |
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|
2023
Q4 | $3.38M | Buy |
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|
2023
Q3 | $3.32M | Sell |
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|
2023
Q2 | $3.36M | Buy |
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|
2023
Q1 | $3.33M | Buy |
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|
2022
Q4 | $3.32M | Buy |
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|
2022
Q3 | $3.3M | Sell |
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|
2022
Q2 | $3.38M | Sell |
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|
2022
Q1 | $3.53M | Sell |
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|
2021
Q4 | $3.64M | Buy |
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|
2021
Q3 | $3.31M | Buy |
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|
2021
Q2 | $3.11M | Buy |
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|
2021
Q1 | $2.62M | Buy |
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|
2020
Q4 | $2.3M | Buy |
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