HFM
Hartford Financial 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 | $534K | Sell |
10,480
-1,802
| -15% | -$91.8K | 0.15% | 103 |
|
|
2025
Q1 | $625K | Sell |
12,282
-752
| -6% | -$38.2K | 0.13% | 123 |
|
|
2024
Q4 | $661K | Sell |
13,034
-5,586
| -30% | -$283K | 0.14% | 122 |
|
|
2024
Q3 | $949K | Buy |
18,620
+7,562
| +68% | +$385K | 0.19% | 112 |
|
|
2024
Q2 | $561K | Sell |
11,058
-5,378
| -33% | -$273K | 0.12% | 129 |
|
|
2024
Q1 | $834K | Sell |
16,436
-16,071
| -49% | -$815K | 0.18% | 116 |
|
|
2023
Q4 | $1.65M | Sell |
32,507
-4,865
| -13% | -$247K | 0.37% | 84 |
|
|
2023
Q3 | $1.89M | Sell |
37,372
-1,880
| -5% | -$94.8K | 0.48% | 71 |
|
|
2023
Q2 | $1.99M | Buy |
39,252
+75
| +0.2% | +$3.8K | 0.49% | 69 |
|
|
2023
Q1 | $1.99M | Sell |
39,177
-12,575
| -24% | -$639K | 0.51% | 67 |
|
|
2022
Q4 | $2.62M | Sell |
51,752
-29,515
| -36% | -$1.49M | 0.69% | 52 |
|
|
2022
Q3 | $4.09M | Sell |
81,267
-45,315
| -36% | -$2.28M | 1.2% | 25 |
|
|
2022
Q2 | $6.41M | Buy |
126,582
+110,082
| +667% | +$5.58M | 1.78% | 8 |
|
|
2022
Q1 | $836K | Buy |
16,500
+2,796
| +20% | +$142K | 0.2% | 116 |
|
|
2021
Q4 | $700K | Buy |
13,704
+229
| +2% | +$11.7K | 0.16% | 117 |
|
|
2021
Q3 | $688K | Sell |
13,475
-446
| -3% | -$22.8K | 0.18% | 112 |
|
|
2021
Q2 | $711K | Sell |
13,921
-10,523
| -43% | -$537K | 0.18% | 112 |
|
|
2021
Q1 | $1.25M | Buy |
24,444
+9,934
| +68% | +$507K | 0.31% | 97 |
|
|
2020
Q4 | $741K | Buy |
14,510
+1,735
| +14% | +$88.6K | 0.2% | 109 |
|
|
2020
Q3 | $651K | Buy |
12,775
+7,878
| +161% | +$401K | 0.19% | 109 |
|
|
2020
Q2 | $250K | Buy |
+4,897
| New | +$250K | 0.08% | 135 |
|