LL
LPWM LLC’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 | $4.15M | Buy |
81,485
+9,520
| +13% | +$485K | 1.21% | 17 |
|
|
2025
Q1 | $3.66M | Buy |
71,965
+20,597
| +40% | +$1.05M | 1.18% | 19 |
|
|
2024
Q4 | $2.6M | Buy |
51,368
+3,664
| +8% | +$186K | 0.84% | 24 |
|
|
2024
Q3 | $2.42M | Sell |
47,704
-6
| -0% | -$305 | 0.79% | 25 |
|
|
2024
Q2 | $2.42M | Sell |
47,710
-680
| -1% | -$34.4K | 0.83% | 25 |
|
|
2024
Q1 | $2.45M | Buy |
48,390
+6,732
| +16% | +$340K | 0.9% | 25 |
|
|
2023
Q4 | $2.11M | Sell |
41,658
-3,500
| -8% | -$178K | 0.84% | 24 |
|
|
2023
Q3 | $2.27M | Buy |
45,158
+21,078
| +88% | +$1.06M | 1.02% | 20 |
|
|
2023
Q2 | $1.22M | Buy |
24,080
+14,980
| +165% | +$757K | 0.54% | 27 |
|
|
2023
Q1 | $462K | Buy |
+9,100
| New | +$462K | 0.22% | 39 |
|