IAN
Integrated Advisors Network’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 | $2.5M | Sell |
49,137
-119
| -0.2% | -$6.06K | 0.11% | 206 |
|
|
2025
Q1 | $2.5M | Sell |
49,256
-924
| -2% | -$47K | 0.13% | 174 |
|
|
2024
Q4 | $2.54M | Buy |
50,180
+84
| +0.2% | +$4.26K | 0.12% | 180 |
|
|
2024
Q3 | $2.55M | Buy |
50,096
+86
| +0.2% | +$4.38K | 0.12% | 184 |
|
|
2024
Q2 | $2.54M | Sell |
50,010
-1,619
| -3% | -$82.2K | 0.13% | 181 |
|
|
2024
Q1 | $2.62M | Sell |
51,629
-1,679
| -3% | -$85.2K | 0.13% | 185 |
|
|
2023
Q4 | $2.7M | Sell |
53,308
-80,768
| -60% | -$4.1M | 0.15% | 172 |
|
|
2023
Q3 | $6.76M | Sell |
134,076
-18,121
| -12% | -$914K | 0.41% | 58 |
|
|
2023
Q2 | $7.71M | Sell |
152,197
-6,938
| -4% | -$351K | 0.44% | 47 |
|
|
2023
Q1 | $8.08M | Sell |
159,135
-1,161
| -0.7% | -$59K | 0.49% | 44 |
|
|
2022
Q4 | $8.1M | Sell |
160,296
-34,448
| -18% | -$1.74M | 0.52% | 39 |
|
|
2022
Q3 | $9.8M | Sell |
194,744
-75,305
| -28% | -$3.79M | 0.67% | 29 |
|
|
2022
Q2 | $13.7M | Buy |
270,049
+68,312
| +34% | +$3.46M | 0.89% | 20 |
|
|
2022
Q1 | $10.2M | Sell |
201,737
-171
| -0.1% | -$8.66K | 0.6% | 34 |
|
|
2021
Q4 | $10.3M | Buy |
201,908
+11,714
| +6% | +$598K | 0.61% | 34 |
|
|
2021
Q3 | $9.71M | Buy |
190,194
+10,036
| +6% | +$513K | 0.64% | 30 |
|
|
2021
Q2 | $9.2M | Sell |
180,158
-45,721
| -20% | -$2.33M | 0.68% | 29 |
|
|
2021
Q1 | $11.5M | Buy |
+225,879
| New | +$11.5M | 1.05% | 20 |
|