Modern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Sell |
61,452
-7,623
| -11% | -$388K | 0.08% | 217 |
|
|
2025
Q1 | $3.51M | Sell |
69,075
-521
| -0.7% | -$26.5K | 0.11% | 155 |
|
|
2024
Q4 | $3.53M | Sell |
69,596
-604
| -0.9% | -$30.6K | 0.13% | 135 |
|
|
2024
Q3 | $3.58M | Sell |
70,200
-2,890
| -4% | -$147K | 0.22% | 78 |
|
|
2024
Q2 | $3.71M | Sell |
73,090
-2,092
| -3% | -$106K | 0.27% | 55 |
|
|
2024
Q1 | $3.81M | Sell |
75,182
-5,590
| -7% | -$284K | 0.35% | 41 |
|
|
2023
Q4 | $4.1M | Buy |
+80,772
| New | +$4.1M | 0.52% | 29 |
|