MTWM
Masso Torrence Wealth Management’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 | $876K | Buy |
17,194
+1,100
| +7% | +$56K | 0.4% | 43 |
|
|
2025
Q1 | $818K | Buy |
16,094
+248
| +2% | +$12.6K | 0.44% | 43 |
|
|
2024
Q4 | $804K | Buy |
15,846
+1,200
| +8% | +$60.9K | 0.42% | 44 |
|
|
2024
Q3 | $746K | Buy |
14,646
+2,965
| +25% | +$151K | 0.4% | 47 |
|
|
2024
Q2 | $593K | Sell |
11,681
-2,424
| -17% | -$123K | 0.33% | 50 |
|
|
2024
Q1 | $716K | Sell |
14,105
-7,725
| -35% | -$392K | 0.42% | 48 |
|
|
2023
Q4 | $1.11M | Sell |
21,830
-5,818
| -21% | -$295K | 0.76% | 30 |
|
|
2023
Q3 | $1.39M | Sell |
27,648
-6,945
| -20% | -$350K | 1.07% | 28 |
|
|
2023
Q2 | $1.75M | Buy |
34,593
+912
| +3% | +$46.2K | 1.26% | 25 |
|
|
2023
Q1 | $1.71M | Sell |
33,681
-4,607
| -12% | -$234K | 1.35% | 25 |
|
|
2022
Q4 | $1.93M | Buy |
38,288
+193
| +0.5% | +$9.75K | 1.54% | 23 |
|
|
2022
Q3 | $1.92M | Sell |
38,095
-15,351
| -29% | -$772K | 1.69% | 22 |
|
|
2022
Q2 | $2.71M | Buy |
53,446
+3,515
| +7% | +$178K | 2.38% | 15 |
|
|
2022
Q1 | $2.53M | Sell |
49,931
-1,735
| -3% | -$87.8K | 2.02% | 21 |
|
|
2021
Q4 | $2.64M | Buy |
+51,666
| New | +$2.64M | 1.84% | 15 |
|