Helen Stephens Group’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 | $2.65M | Sell |
52,103
-7,770
| -13% | -$396K | 0.66% | 25 |
|
|
2025
Q1 | $3.04M | Buy |
59,873
+6,003
| +11% | +$305K | 0.86% | 21 |
|
|
2024
Q4 | $2.73M | Buy |
53,870
+6,529
| +14% | +$331K | 0.81% | 22 |
|
|
2024
Q3 | $2.41M | Buy |
47,341
+25,913
| +121% | +$1.32M | 0.73% | 22 |
|
|
2024
Q2 | $1.09M | Buy |
21,428
+11,083
| +107% | +$562K | 0.38% | 37 |
|
|
2024
Q1 | $525K | Buy |
10,345
+4,301
| +71% | +$218K | 0.2% | 47 |
|
|
2023
Q4 | $307K | Buy |
+6,044
| New | +$307K | 0.14% | 57 |
|