Kelly Financial Services’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
Q1 | – | Sell |
-4,758
| Closed | -$241K | – | 121 |
|
2024
Q4 | $241K | Hold |
4,758
| – | – | 0.09% | 99 |
|
2024
Q3 | $242K | Hold |
4,758
| – | – | 0.09% | 101 |
|
2024
Q2 | $241K | Hold |
4,758
| – | – | 0.09% | 96 |
|
2024
Q1 | $241K | Buy |
4,758
+986
| +26% | +$50K | 0.09% | 97 |
|
2023
Q4 | $191K | Buy |
+3,772
| New | +$191K | 0.08% | 99 |
|