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 | 
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        2024
         Q1  | $7.14M | Hold | 
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        2023
         Q4  | $7.14M | Sell | 
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| 
        
          
      
        2023
         Q3  | $7.49M | Sell | 
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| 
        
          
      
        2023
         Q2  | $8.46M | Sell | 
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| 
        
          
      
        2023
         Q1  | $9.35M | Sell | 
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| 
        
          
      
        2022
         Q4  | $10.2M | Buy | 
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| 
        
          
      
        2022
         Q3  | $6.38M | Buy | 
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| 
        
          
      
        2022
         Q2  | $5.9M | Buy | 
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| 
        
          
      
        2022
         Q1  | $5.87M | Sell | 
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| 
        
          
      
        2021
         Q4  | $5.97M | Buy | 
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| 
        
          
      
        2021
         Q3  | $4.76M | Buy | 
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| 
        
          
      
        2021
         Q2  | $2.47M | Buy | 
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| 
        
          
      
        2021
         Q1  | $1.4M | Buy | 
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| 
        
          
      
        2020
         Q4  | $1.4M | Buy | 
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