Gradient Capital Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Sell |
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|
2025
Q1 | $563K | Buy |
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|
2024
Q4 | $412K | Buy |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $673K | Hold |
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|
2024
Q1 | $673K | Sell |
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|
2023
Q4 | $792K | Sell |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.81M | Sell |
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|
2022
Q3 | $2.02M | Sell |
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|
2022
Q2 | $2.12M | Buy |
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|
2022
Q1 | $1.7M | Buy |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $643K | Sell |
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|
2021
Q2 | $702K | Hold |
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|
2021
Q1 | $702K | Buy |
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|
2020
Q4 | $230K | Buy |
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