Kuhn & Co Investment Counsel’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
Q2 | $834K | Buy |
16,371
+661
| +4% | +$33.7K | 0.63% | 51 |
|
2025
Q1 | $799K | Buy |
15,710
+3,156
| +25% | +$160K | 0.67% | 48 |
|
2024
Q4 | $637K | Buy |
12,554
+1,868
| +17% | +$94.7K | 0.54% | 60 |
|
2024
Q3 | $544K | Buy |
10,686
+376
| +4% | +$19.2K | 0.46% | 76 |
|
2024
Q2 | $523K | Buy |
10,310
+1,593
| +18% | +$80.8K | 0.47% | 74 |
|
2024
Q1 | $442K | Sell |
8,717
-768
| -8% | -$39K | 0.42% | 83 |
|
2023
Q4 | $481K | Buy |
+9,485
| New | +$481K | 0.49% | 68 |
|