IWP
IAG Wealth Partners’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 | $2.61M | Buy |
51,171
+29,605
| +137% | +$1.51M | 0.34% | 45 |
|
|
2025
Q1 | $1.1M | Buy |
21,566
+6,668
| +45% | +$339K | 0.17% | 61 |
|
|
2024
Q4 | $755K | Sell |
14,898
-3,904
| -21% | -$198K | 0.13% | 60 |
|
|
2024
Q3 | $958K | Buy |
18,802
+9,318
| +98% | +$475K | 0.18% | 54 |
|
|
2024
Q2 | $481K | Buy |
9,484
+3,749
| +65% | +$190K | 0.1% | 64 |
|
|
2024
Q1 | $291K | Sell |
5,735
-30,247
| -84% | -$1.53M | 0.06% | 76 |
|
|
2023
Q4 | $1.83M | Buy |
35,982
+4,862
| +16% | +$247K | 0.42% | 37 |
|
|
2023
Q3 | $1.57M | Sell |
31,120
-39,258
| -56% | -$1.98M | 0.44% | 35 |
|
|
2023
Q2 | $3.56M | Buy |
+70,378
| New | +$3.56M | 0.94% | 23 |
|