LPT
Legacy Private Trust’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 | $6.3M | Buy |
123,767
+18,418
| +17% | +$938K | 0.41% | 52 |
|
2025
Q1 | $5.36M | Buy |
105,349
+18,915
| +22% | +$962K | 0.37% | 55 |
|
2024
Q4 | $4.38M | Buy |
86,434
+26,023
| +43% | +$1.32M | 0.29% | 70 |
|
2024
Q3 | $3.08M | Buy |
60,411
+5,317
| +10% | +$271K | 0.21% | 89 |
|
2024
Q2 | $2.8M | Sell |
55,094
-1,955
| -3% | -$99.2K | 0.2% | 90 |
|
2024
Q1 | $2.89M | Sell |
57,049
-8,875
| -13% | -$450K | 0.21% | 91 |
|
2023
Q4 | $3.34M | Sell |
65,924
-3,130
| -5% | -$159K | 0.27% | 82 |
|
2023
Q3 | $3.48M | Buy |
69,054
+6,547
| +10% | +$330K | 0.3% | 76 |
|
2023
Q2 | $3.17M | Buy |
62,507
+56,987
| +1,032% | +$2.89M | 0.26% | 84 |
|
2023
Q1 | $280K | Buy |
+5,520
| New | +$280K | 0.02% | 203 |
|