IAM Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,857
| Closed | -$502K | – | 104 |
|
|
2024
Q3 | $502K | Buy |
9,857
+81
| +0.8% | +$4.13K | 0.13% | 75 |
|
|
2024
Q2 | $496K | Buy |
9,776
+1,069
| +12% | +$54.2K | 0.13% | 71 |
|
|
2024
Q1 | $442K | Sell |
8,707
-9,276
| -52% | -$471K | 0.12% | 75 |
|
|
2023
Q4 | $912K | Buy |
17,983
+298
| +2% | +$15.1K | 0.29% | 47 |
|
|
2023
Q3 | $892K | Buy |
17,685
+2,413
| +16% | +$122K | 0.31% | 48 |
|
|
2023
Q2 | $774K | Buy |
15,272
+79
| +0.5% | +$4K | 0.26% | 49 |
|
|
2023
Q1 | $772K | Buy |
15,193
+96
| +0.6% | +$4.88K | 0.27% | 52 |
|
|
2022
Q4 | $763K | Buy |
+15,097
| New | +$763K | 0.28% | 49 |
|