Herold Advisors’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 | $295K | Buy |
5,800
+500
| +9% | +$25.5K | 0.06% | 238 |
|
|
2025
Q1 | $270K | Buy |
5,300
+500
| +10% | +$25.4K | 0.06% | 236 |
|
|
2024
Q4 | $243K | Buy |
+4,800
| New | +$243K | 0.05% | 242 |
|
|
2022
Q2 | – | Sell |
-1,300
| Closed | -$65.8K | – | 428 |
|
|
2022
Q1 | $65.8K | Buy |
+1,300
| New | +$65.8K | 0.02% | 338 |
|
|
2021
Q4 | – | Sell |
-3,300
| Closed | -$168K | – | 418 |
|
|
2021
Q3 | $168K | Buy |
+3,300
| New | +$168K | 0.07% | 219 |
|