EWM
EPG Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.9K | Buy |
1,746
+13
| +0.8% | +$662 | 0.03% | 206 |
|
|
2025
Q1 | $88.1K | Buy |
1,733
+12
| +0.7% | +$610 | 0.02% | 258 |
|
|
2024
Q4 | $87.3K | Buy |
1,721
+13
| +0.8% | +$659 | 0.02% | 265 |
|
|
2024
Q3 | $87K | Buy |
+1,708
| New | +$87K | 0.02% | 268 |
|
|
2024
Q2 | – | Sell |
-1,681
| Closed | -$85.3K | – | 283 |
|
|
2024
Q1 | $85.3K | Buy |
1,681
+4
| +0.2% | +$203 | 0.02% | 286 |
|
|
2023
Q4 | $85K | Buy |
1,677
+22
| +1% | +$1.12K | 0.02% | 273 |
|
|
2023
Q3 | $83.5K | Sell |
1,655
-486
| -23% | -$24.5K | 0.03% | 270 |
|
|
2023
Q2 | $108K | Buy |
2,141
+14
| +0.7% | +$709 | 0.03% | 256 |
|
|
2023
Q1 | $108K | Buy |
2,127
+122
| +6% | +$6.2K | 0.03% | 257 |
|
|
2022
Q4 | $101K | Buy |
2,005
+9
| +0.5% | +$455 | 0.04% | 233 |
|
|
2022
Q3 | $100K | Buy |
+1,996
| New | +$100K | 0.04% | 227 |
|
|
2022
Q2 | – | Sell |
-4,507
| Closed | -$228K | – | 318 |
|
|
2022
Q1 | $228K | Buy |
4,507
+985
| +28% | +$49.8K | 0.08% | 213 |
|
|
2021
Q4 | $180K | Sell |
3,522
-498
| -12% | -$25.5K | 0.06% | 235 |
|
|
2021
Q3 | $205K | Buy |
4,020
+2
| +0% | +$102 | 0.08% | 213 |
|
|
2021
Q2 | $205K | Buy |
+4,018
| New | +$205K | 0.09% | 203 |
|
|
2020
Q4 | – | Sell |
-4,006
| Closed | -$204K | – | 162 |
|
|
2020
Q3 | $204K | Buy |
+4,006
| New | +$204K | 0.15% | 122 |
|