IA
Insight Advisors’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 | $6.76M | Buy |
132,843
+18,531
| +16% | +$944K | 1.08% | 13 |
|
|
2025
Q1 | $5.81M | Buy |
114,312
+4,945
| +5% | +$251K | 1.01% | 12 |
|
|
2024
Q4 | $5.56M | Sell |
109,367
-15,514
| -12% | -$788K | 0.94% | 17 |
|
|
2024
Q3 | $6.36M | Buy |
124,881
+26,325
| +27% | +$1.34M | 1.1% | 12 |
|
|
2024
Q2 | $5M | Buy |
98,556
+62,216
| +171% | +$3.16M | 0.9% | 16 |
|
|
2024
Q1 | $1.84M | Buy |
36,340
+27,728
| +322% | +$1.41M | 0.35% | 50 |
|
|
2023
Q4 | $437K | Hold |
8,612
| – | – | 0.09% | 162 |
|
|
2023
Q3 | $434K | Sell |
8,612
-500
| -5% | -$25.2K | 0.1% | 153 |
|
|
2023
Q2 | $462K | Sell |
9,112
-400
| -4% | -$20.3K | 0.1% | 153 |
|
|
2023
Q1 | $483K | Sell |
9,512
-1,560
| -14% | -$79.2K | 0.11% | 152 |
|
|
2022
Q4 | $559K | Buy |
11,072
+810
| +8% | +$40.9K | 0.2% | 137 |
|
|
2022
Q3 | $516K | Sell |
10,262
-238
| -2% | -$12K | 0.2% | 129 |
|
|
2022
Q2 | $532K | Buy |
10,500
+4,200
| +67% | +$213K | 0.18% | 141 |
|
|
2022
Q1 | $319K | Buy |
6,300
+500
| +9% | +$25.3K | 0.1% | 243 |
|
|
2021
Q4 | $296K | Hold |
5,800
| – | – | 0.09% | 254 |
|
|
2021
Q3 | $296K | Buy |
+5,800
| New | +$296K | 0.09% | 248 |
|