Levy Wealth Management Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$6.7M Sell
2024
Q1
$7.14M Hold
2023
Q4
$7.14M Sell
2023
Q3
$7.49M Sell
2023
Q2
$8.46M Sell
2023
Q1
$9.35M Sell
2022
Q4
$10.2M Buy
2022
Q3
$6.38M Buy
2022
Q2
$5.9M Buy
2022
Q1
$5.87M Sell
2021
Q4
$5.97M Buy
2021
Q3
$4.76M Buy
2021
Q2
$2.47M Buy
2021
Q1
$1.4M Buy
2020
Q4
$1.4M Buy