EP 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 | $6.28M | Buy |
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|
2025
Q1 | $5.48M | Buy |
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|
2024
Q4 | $4.47M | Sell |
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|
2024
Q3 | $5.05M | Buy |
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|
2024
Q2 | $4.32M | Buy |
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|
2024
Q1 | $4.18M | Sell |
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|
2023
Q4 | $5.14M | Buy |
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|
2023
Q3 | $4.75M | Buy |
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|
2023
Q2 | $536K | Buy |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $3.15M | Sell |
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|
2022
Q3 | $4.38M | Sell |
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|
2022
Q2 | $11.1M | Sell |
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|
2022
Q1 | $19.7M | Buy |
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|
2021
Q4 | $18.6M | Sell |
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|
2021
Q3 | $18.7M | Buy |
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|
2021
Q2 | $3.27M | Sell |
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|
2021
Q1 | $5.28M | Buy |
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|
2020
Q4 | $926K | Buy |
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|
2020
Q3 | $749K | Buy |
|