Global Retirement Partners’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 | $2.99M | Buy |
+58,684
| New | +$2.99M | 0.07% | 243 |
|
|
2024
Q4 | $2.82M | Buy |
55,690
+4,532
| +9% | +$230K | 0.08% | 235 |
|
|
2024
Q3 | $2.61M | Sell |
51,158
-1,801
| -3% | -$91.7K | 0.08% | 242 |
|
|
2024
Q2 | $2.69M | Sell |
52,959
-1,728
| -3% | -$87.7K | 0.08% | 224 |
|
|
2024
Q1 | $2.77M | Sell |
54,687
-43,867
| -45% | -$2.23M | 0.1% | 197 |
|
|
2023
Q4 | $5M | Buy |
98,554
+35,975
| +57% | +$1.83M | 0.21% | 103 |
|
|
2023
Q3 | $3.15M | Sell |
62,579
-3,151
| -5% | -$159K | 0.16% | 132 |
|
|
2023
Q2 | $3.33M | Buy |
65,730
+2,721
| +4% | +$138K | 0.16% | 130 |
|
|
2023
Q1 | $3.19M | Buy |
63,009
+56,264
| +834% | +$2.85M | 0.17% | 131 |
|
|
2022
Q4 | $341K | Buy |
6,745
+6,136
| +1,008% | +$310K | 0.02% | 447 |
|
|
2022
Q3 | $31K | Sell |
609
-3,008
| -83% | -$153K | ﹤0.01% | 1194 |
|
|
2022
Q2 | $183K | Buy |
3,617
+500
| +16% | +$25.3K | 0.01% | 567 |
|
|
2022
Q1 | $158K | Buy |
3,117
+500
| +19% | +$25.3K | 0.01% | 613 |
|
|
2021
Q4 | $134K | Sell |
2,617
-1,392
| -35% | -$71.3K | 0.1% | 61 |
|
|
2021
Q3 | $205K | Hold |
4,009
| – | – | 0.02% | 463 |
|
|
2021
Q2 | $205K | Sell |
4,009
-732
| -15% | -$37.4K | 0.02% | 449 |
|
|
2021
Q1 | $242K | Sell |
4,741
-27,292
| -85% | -$1.39M | 0.03% | 384 |
|
|
2020
Q4 | $1.64M | Sell |
32,033
-2,094
| -6% | -$107K | 0.2% | 102 |
|
|
2020
Q3 | $1.74M | Buy |
34,127
+11,676
| +52% | +$595K | 0.25% | 79 |
|
|
2020
Q2 | $1.14M | Buy |
+22,451
| New | +$1.14M | 0.18% | 124 |
|