JBA
Johnson Bixby & Associates’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 | $602K | Hold |
11,823
| – | – | 0.08% | 58 |
|
|
2025
Q1 | $601K | Sell |
11,823
-3,267
| -22% | -$166K | 0.09% | 56 |
|
|
2024
Q4 | $765K | Buy |
15,090
+826
| +6% | +$41.9K | 0.12% | 53 |
|
|
2024
Q3 | $727K | Hold |
14,264
| – | – | 0.11% | 54 |
|
|
2024
Q2 | $724K | Sell |
14,264
-797
| -5% | -$40.4K | 0.12% | 52 |
|
|
2024
Q1 | $764K | Sell |
15,061
-4,788
| -24% | -$243K | 0.13% | 52 |
|
|
2023
Q4 | $1.01M | Sell |
19,849
-693
| -3% | -$35.2K | 0.19% | 43 |
|
|
2023
Q3 | $1.04M | Sell |
20,542
-6,946
| -25% | -$350K | 0.22% | 42 |
|
|
2023
Q2 | $1.39M | Sell |
27,488
-24,144
| -47% | -$1.22M | 0.29% | 37 |
|
|
2023
Q1 | $2.62M | Sell |
51,632
-834
| -2% | -$42.4K | 0.58% | 27 |
|
|
2022
Q4 | $2.65M | Buy |
52,466
+10,107
| +24% | +$511K | 0.62% | 24 |
|
|
2022
Q3 | $2.13M | Buy |
42,359
+18,698
| +79% | +$941K | 0.53% | 30 |
|
|
2022
Q2 | $1.2M | Buy |
+23,661
| New | +$1.2M | 0.29% | 37 |
|