JWM
Janiczek Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,030
| Closed | -$103K | – | 1107 |
|
|
2024
Q1 | $103K | Hold |
2,030
| – | – | 0.02% | 279 |
|
|
2023
Q4 | $103K | Hold |
2,030
| – | – | 0.02% | 259 |
|
|
2023
Q3 | $102K | Sell |
2,030
-400
| -16% | -$20.2K | 0.03% | 242 |
|
|
2023
Q2 | $123K | Hold |
2,430
| – | – | 0.03% | 189 |
|
|
2023
Q1 | $123K | Sell |
2,430
-1,150
| -32% | -$58.3K | 0.03% | 184 |
|
|
2022
Q4 | $181K | Hold |
3,580
| – | – | 0.05% | 128 |
|
|
2022
Q3 | $180K | Hold |
3,580
| – | – | 0.06% | 115 |
|
|
2022
Q2 | $182K | Buy |
+3,580
| New | +$182K | 0.05% | 115 |
|