MA
MONECO Advisors’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
Q1 | – | Sell |
-10,939
| Closed | -$555K | – | 479 |
|
|
2024
Q4 | $555K | Buy |
10,939
+3,060
| +39% | +$155K | 0.06% | 257 |
|
|
2024
Q3 | $401K | Buy |
+7,879
| New | +$401K | 0.05% | 290 |
|
|
2024
Q2 | – | Sell |
-4,237
| Closed | -$215K | – | 434 |
|
|
2024
Q1 | $215K | Buy |
+4,237
| New | +$215K | 0.03% | 387 |
|
|
2022
Q4 | – | Sell |
-5,088
| Closed | -$256K | – | 275 |
|
|
2022
Q3 | $256K | Sell |
5,088
-1,001
| -16% | -$50.4K | 0.1% | 198 |
|
|
2022
Q2 | $308K | Sell |
6,089
-200
| -3% | -$10.1K | 0.12% | 178 |
|
|
2022
Q1 | $318K | Sell |
6,289
-2,000
| -24% | -$101K | 0.12% | 171 |
|
|
2021
Q4 | $421K | Hold |
8,289
| – | – | 0.16% | 139 |
|
|
2021
Q3 | $423K | Sell |
8,289
-1,000
| -11% | -$51K | 0.17% | 135 |
|
|
2021
Q2 | $474K | Hold |
9,289
| – | – | 0.22% | 110 |
|
|
2021
Q1 | $474K | Buy |
9,289
+3,000
| +48% | +$153K | 0.23% | 103 |
|
|
2020
Q4 | $321K | Sell |
6,289
-800
| -11% | -$40.8K | 0.18% | 119 |
|
|
2020
Q3 | $361K | Buy |
+7,089
| New | +$361K | 0.23% | 101 |
|