Meridian Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,238
| Closed | -$216K | – | 649 |
|
|
2024
Q3 | $216K | Hold |
4,238
| – | – | 0.01% | 596 |
|
|
2024
Q2 | $215K | Buy |
+4,238
| New | +$215K | 0.03% | 271 |
|
|
2024
Q1 | – | Sell |
-10,369
| Closed | -$526K | – | 355 |
|
|
2023
Q4 | $526K | Sell |
10,369
-1,275
| -11% | -$64.7K | 0.03% | 372 |
|
|
2023
Q3 | $587K | Buy |
11,644
+4,227
| +57% | +$213K | 0.04% | 333 |
|
|
2023
Q2 | $376K | Sell |
7,417
-158
| -2% | -$8K | 0.03% | 384 |
|
|
2023
Q1 | $385K | Buy |
7,575
+1,585
| +26% | +$80.5K | 0.03% | 367 |
|
|
2022
Q4 | $303K | Buy |
+5,990
| New | +$303K | 0.03% | 411 |
|