Ironwood Investment Counsel’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 | $1.54M | Sell |
30,161
-6,944
| -19% | -$354K | 0.24% | 90 |
|
2025
Q1 | $1.89M | Buy |
37,105
+12,085
| +48% | +$615K | 0.33% | 77 |
|
2024
Q4 | $1.27M | Sell |
25,020
-10,474
| -30% | -$531K | 0.22% | 103 |
|
2024
Q3 | $1.81M | Sell |
35,494
-2,246
| -6% | -$114K | 0.3% | 77 |
|
2024
Q2 | $1.92M | Buy |
37,740
+4,945
| +15% | +$251K | 0.34% | 70 |
|
2024
Q1 | $1.66M | Sell |
32,795
-22,213
| -40% | -$1.13M | 0.29% | 84 |
|
2023
Q4 | $2.79M | Buy |
55,008
+36,695
| +200% | +$1.86M | 0.52% | 55 |
|
2023
Q3 | $5.19M | Sell |
18,313
-8,174
| -31% | -$2.32M | 1.09% | 27 |
|
2023
Q2 | $1.34M | Buy |
26,487
+2,122
| +9% | +$107K | 0.3% | 77 |
|
2023
Q1 | $1.24M | Sell |
24,365
-31,624
| -56% | -$1.61M | 0.29% | 82 |
|
2022
Q4 | $2.83M | Buy |
55,989
+12,994
| +30% | +$657K | 0.69% | 52 |
|
2022
Q3 | $2.16M | Buy |
42,995
+16,174
| +60% | +$813K | 0.62% | 52 |
|
2022
Q2 | $1.36M | Sell |
26,821
-27,685
| -51% | -$1.4M | 0.38% | 73 |
|
2022
Q1 | $2.76M | Sell |
54,506
-54,926
| -50% | -$2.78M | 0.68% | 47 |
|
2021
Q4 | $5.59M | Sell |
109,432
-54,713
| -33% | -$2.79M | 1.28% | 23 |
|
2021
Q3 | $8.38M | Buy |
164,145
+64,439
| +65% | +$3.29M | 2.15% | 6 |
|
2021
Q2 | $5.09M | Buy |
99,706
+13,150
| +15% | +$671K | 1.35% | 23 |
|
2021
Q1 | $4.42M | Sell |
86,556
-6,447
| -7% | -$329K | 1.27% | 25 |
|
2020
Q4 | $4.75M | Buy |
93,003
+32,585
| +54% | +$1.66M | 1.08% | 31 |
|
2020
Q3 | $3.08M | Buy |
60,418
+49,888
| +474% | +$2.54M | 0.83% | 39 |
|
2020
Q2 | $536K | Buy |
+10,530
| New | +$536K | 0.16% | 110 |
|