Monterey Private Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $258K | Buy |
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|
2024
Q4 | $209K | Sell |
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|
2024
Q3 | $235K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $340K | Buy |
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|
2023
Q4 | $338K | Sell |
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|
2023
Q3 | $345K | Sell |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $2.61M | Buy |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.39M | Sell |
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|
2022
Q2 | $2.11M | Sell |
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|
2022
Q1 | $2.32M | Buy |
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|
2021
Q4 | $698K | Sell |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $858K | Sell |
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|
2021
Q1 | $1.16M | Sell |
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|
2020
Q4 | $3.3M | Buy |
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|
2020
Q3 | $2.5M | Buy |
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|
2020
Q2 | $1.63M | Buy |
|