Forza 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 | $5.15M | Buy |
101,200
+10,500
| +12% | +$535K | 2.11% | 10 |
|
|
2025
Q1 | $4.61M | Buy |
90,700
+59,400
| +190% | +$3.02M | 2.07% | 9 |
|
|
2024
Q4 | $1.59M | Buy |
31,300
+16,400
| +110% | +$832K | 0.72% | 38 |
|
|
2024
Q3 | $759K | Hold |
14,900
| – | – | 0.35% | 75 |
|
|
2024
Q2 | $756K | Hold |
14,900
| – | – | 0.39% | 71 |
|
|
2024
Q1 | $756K | Hold |
14,900
| – | – | 0.39% | 67 |
|
|
2023
Q4 | $756K | Buy |
14,900
+5,100
| +52% | +$259K | 0.42% | 65 |
|
|
2023
Q3 | $494K | Hold |
9,800
| – | – | 0.26% | 111 |
|
|
2023
Q2 | $496K | Hold |
9,800
| – | – | 0.25% | 118 |
|
|
2023
Q1 | $498K | Hold |
9,800
| – | – | 0.26% | 117 |
|
|
2022
Q4 | $495K | Buy |
+9,800
| New | +$495K | 0.33% | 84 |
|