GIM
Goelzer Investment 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 | $5.61M | Buy |
110,222
+45,577
| +71% | +$2.32M | 0.31% | 74 |
|
|
2025
Q1 | $3.29M | Buy |
64,645
+22,172
| +52% | +$1.13M | 0.19% | 108 |
|
|
2024
Q4 | $2.15M | Sell |
42,473
-52,782
| -55% | -$2.68M | 0.13% | 124 |
|
|
2024
Q3 | $4.85M | Buy |
95,255
+19,396
| +26% | +$988K | 0.27% | 87 |
|
|
2024
Q2 | $3.85M | Buy |
+75,859
| New | +$3.85M | 0.22% | 101 |
|