JFA
JNBA Financial 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 | $963K | Buy |
18,907
+1,972
| +12% | +$100K | 0.09% | 94 |
|
|
2025
Q1 | $861K | Hold |
16,935
| – | – | 0.09% | 94 |
|
|
2024
Q4 | $859K | Sell |
16,935
-136
| -0.8% | -$6.9K | 0.09% | 95 |
|
|
2024
Q3 | $870K | Buy |
17,071
+1
| +0% | +$51 | 0.09% | 100 |
|
|
2024
Q2 | $866K | Buy |
17,070
+30
| +0.2% | +$1.52K | 0.09% | 101 |
|
|
2024
Q1 | $865K | Sell |
17,040
-3,458
| -17% | -$175K | 0.09% | 104 |
|
|
2023
Q4 | $1.04M | Sell |
20,498
-1,277
| -6% | -$64.8K | 0.12% | 94 |
|
|
2023
Q3 | $1.1M | Sell |
21,775
-2,673
| -11% | -$135K | 0.14% | 90 |
|
|
2023
Q2 | $1.24M | Sell |
24,448
-19,737
| -45% | -$1,000K | 0.15% | 86 |
|
|
2023
Q1 | $2.24M | Sell |
44,185
-28,409
| -39% | -$1.44M | 0.29% | 62 |
|
|
2022
Q4 | $3.67M | Sell |
72,594
-2,911
| -4% | -$147K | 0.51% | 47 |
|
|
2022
Q3 | $3.8M | Sell |
75,505
-4,299
| -5% | -$216K | 0.59% | 44 |
|
|
2022
Q2 | $4.04M | Buy |
79,804
+26,946
| +51% | +$1.36M | 0.61% | 42 |
|
|
2022
Q1 | $2.68M | Buy |
52,858
+38,890
| +278% | +$1.97M | 0.35% | 52 |
|
|
2021
Q4 | $713K | Buy |
13,968
+2,858
| +26% | +$146K | 0.09% | 108 |
|
|
2021
Q3 | $567K | Buy |
+11,110
| New | +$567K | 0.08% | 115 |
|