MBM Wealth Consultants’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
248,447
+3,834
| +2% | +$195K | 3.39% | 9 |
|
|
2025
Q1 | $12.4M | Sell |
244,613
-8,429
| -3% | -$429K | 3.68% | 9 |
|
|
2024
Q4 | $12.8M | Sell |
253,042
-13,001
| -5% | -$659K | 3.82% | 8 |
|
|
2024
Q3 | $13.6M | Buy |
266,043
+7,857
| +3% | +$400K | 4.27% | 6 |
|
|
2024
Q2 | $13.1M | Buy |
258,186
+33,742
| +15% | +$1.71M | 4.46% | 5 |
|
|
2024
Q1 | $11.4M | Buy |
224,444
+3,777
| +2% | +$192K | 4.01% | 8 |
|
|
2023
Q4 | $11.2M | Sell |
220,667
-9,503
| -4% | -$482K | 4.18% | 8 |
|
|
2023
Q3 | $11.6M | Sell |
230,170
-42,589
| -16% | -$2.15M | 5.05% | 5 |
|
|
2023
Q2 | $13.8M | Sell |
272,759
-80,664
| -23% | -$4.08M | 5.91% | 4 |
|
|
2023
Q1 | $18M | Hold |
353,423
| – | – | 7.33% | 4 |
|
|
2022
Q4 | $17.9M | Sell |
353,423
-11,296
| -3% | -$572K | 8.28% | 4 |
|
|
2022
Q3 | $18.3M | Buy |
364,719
+15,266
| +4% | +$767K | 8.83% | 4 |
|
|
2022
Q2 | $17.7M | Buy |
+349,453
| New | +$17.7M | 8.65% | 4 |
|