Laurel Wealth Planning’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 | $2.55M | Buy |
50,108
+1,194
| +2% | +$60.8K | 1.45% | 23 |
|
|
2025
Q1 | $2.49M | Buy |
48,914
+7,848
| +19% | +$399K | 1.65% | 21 |
|
|
2024
Q4 | $2.08M | Buy |
41,066
+3,343
| +9% | +$169K | 1.34% | 25 |
|
|
2024
Q3 | $1.92M | Sell |
37,723
-361
| -0.9% | -$18.4K | 1.26% | 23 |
|
|
2024
Q2 | $1.93M | Buy |
38,084
+10,085
| +36% | +$512K | 1.35% | 22 |
|
|
2024
Q1 | $1.42M | Buy |
27,999
+3,105
| +12% | +$158K | 0.94% | 28 |
|
|
2023
Q4 | $1.26M | Buy |
24,894
+4,097
| +20% | +$208K | 0.89% | 30 |
|
|
2023
Q3 | $1.05M | Buy |
20,797
+1,154
| +6% | +$58.2K | 0.82% | 31 |
|
|
2023
Q2 | $995K | Sell |
19,643
-2,604
| -12% | -$132K | 0.71% | 36 |
|
|
2023
Q1 | $1.13M | Buy |
22,247
+311
| +1% | +$15.8K | 0.75% | 38 |
|
|
2022
Q4 | $1.11M | Buy |
21,936
+2,617
| +14% | +$132K | 0.71% | 37 |
|
|
2022
Q3 | $972K | Buy |
19,319
+3,680
| +24% | +$185K | 0.72% | 36 |
|
|
2022
Q2 | $792K | Buy |
15,639
+7,335
| +88% | +$371K | 0.56% | 39 |
|
|
2022
Q1 | $421K | Sell |
8,304
-776
| -9% | -$39.3K | 0.28% | 54 |
|
|
2021
Q4 | $464K | Buy |
9,080
+4,515
| +99% | +$231K | 0.35% | 47 |
|
|
2021
Q3 | $233K | Buy |
+4,565
| New | +$233K | 0.19% | 56 |
|