Ergawealth Advisors’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 | $231K | Sell |
4,528
-1,079
| -19% | -$54.9K | 0.1% | 61 |
|
|
2025
Q1 | $285K | Buy |
5,607
+79
| +1% | +$4.02K | 0.14% | 52 |
|
|
2024
Q4 | $280K | Sell |
5,528
-827
| -13% | -$41.9K | 0.14% | 53 |
|
|
2024
Q3 | $324K | Buy |
6,355
+91
| +1% | +$4.64K | 0.16% | 47 |
|
|
2024
Q2 | $318K | Buy |
6,264
+170
| +3% | +$8.63K | 0.17% | 49 |
|
|
2024
Q1 | $309K | Buy |
6,094
+66
| +1% | +$3.35K | 0.17% | 49 |
|
|
2023
Q4 | $306K | Sell |
6,028
-950
| -14% | -$48.2K | 0.19% | 41 |
|
|
2023
Q3 | $352K | Sell |
6,978
-6,704
| -49% | -$338K | 0.24% | 33 |
|
|
2023
Q2 | $693K | Sell |
13,682
-3,589
| -21% | -$182K | 0.48% | 18 |
|
|
2023
Q1 | $877K | Buy |
17,271
+2,357
| +16% | +$120K | 0.71% | 19 |
|
|
2022
Q4 | $754K | Buy |
+14,914
| New | +$754K | 0.68% | 21 |
|