KWM
Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Sell |
11,964
-3,967
| -25% | -$202K | 0.01% | 706 |
|
|
2025
Q1 | $810K | Sell |
15,931
-983
| -6% | -$50K | 0.02% | 599 |
|
|
2024
Q4 | $858K | Buy |
16,914
+707
| +4% | +$35.9K | 0.02% | 588 |
|
|
2024
Q3 | $826K | Buy |
16,207
+6,937
| +75% | +$353K | 0.02% | 581 |
|
|
2024
Q2 | $470K | Buy |
+9,270
| New | +$470K | 0.01% | 699 |
|
|
2024
Q1 | – | Sell |
-13,561
| Closed | -$688K | – | 1042 |
|
|
2023
Q4 | $688K | Sell |
13,561
-15,536
| -53% | -$788K | 0.02% | 566 |
|
|
2023
Q3 | $1.47M | Buy |
29,097
+8
| +0% | +$404 | 0.05% | 350 |
|
|
2023
Q2 | $1.47M | Sell |
29,089
-8,487
| -23% | -$430K | 0.06% | 304 |
|
|
2023
Q1 | $1.91M | Sell |
37,576
-30,572
| -45% | -$1.55M | 0.08% | 252 |
|
|
2022
Q4 | $3.44M | Sell |
68,148
-28,380
| -29% | -$1.43M | 0.15% | 159 |
|
|
2022
Q3 | $4.86M | Sell |
96,528
-8,322
| -8% | -$419K | 0.23% | 101 |
|
|
2022
Q2 | $5.31M | Sell |
104,850
-5,009
| -5% | -$254K | 0.25% | 98 |
|
|
2022
Q1 | $5.56M | Buy |
109,859
+309
| +0.3% | +$15.6K | 0.24% | 96 |
|
|
2021
Q4 | $5.59M | Buy |
109,550
+7,325
| +7% | +$374K | 0.23% | 98 |
|
|
2021
Q3 | $5.22M | Buy |
102,225
+33,775
| +49% | +$1.73M | 0.25% | 91 |
|
|
2021
Q2 | $3.5M | Buy |
68,450
+29,900
| +78% | +$1.53M | 0.17% | 132 |
|
|
2021
Q1 | $1.97M | Buy |
38,550
+17,861
| +86% | +$911K | 0.11% | 196 |
|
|
2020
Q4 | $1.06M | Buy |
+20,689
| New | +$1.06M | 0.08% | 262 |
|