Narus Financial Partners’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 | $2.73M | Buy |
53,689
+7,747
| +17% | +$394K | 0.85% | 17 |
|
|
2025
Q1 | $2.34M | Sell |
45,942
-19,249
| -30% | -$979K | 0.79% | 26 |
|
|
2024
Q4 | $3.31M | Buy |
65,191
+4,113
| +7% | +$209K | 1.12% | 11 |
|
|
2024
Q3 | $3.11M | Buy |
61,078
+394
| +0.6% | +$20.1K | 1.12% | 13 |
|
|
2024
Q2 | $3.08M | Buy |
60,684
+3,372
| +6% | +$171K | 1.24% | 12 |
|
|
2024
Q1 | $2.91M | Buy |
57,312
+3,777
| +7% | +$192K | 1.24% | 14 |
|
|
2023
Q4 | $2.72M | Buy |
53,535
+3,718
| +7% | +$189K | 1.31% | 13 |
|
|
2023
Q3 | $2.51M | Sell |
49,817
-1,220
| -2% | -$61.5K | 1.29% | 14 |
|
|
2023
Q2 | $2.59M | Sell |
51,037
-14,154
| -22% | -$717K | 1.34% | 12 |
|
|
2023
Q1 | $3.31M | Buy |
65,191
+1,340
| +2% | +$68.1K | 1.8% | 5 |
|
|
2022
Q4 | $3.23M | Buy |
63,851
+18,111
| +40% | +$915K | 1.86% | 5 |
|
|
2022
Q3 | $2.3M | Buy |
45,740
+21,158
| +86% | +$1.06M | 1.45% | 11 |
|
|
2022
Q2 | $1.25M | Buy |
+24,582
| New | +$1.25M | 0.79% | 25 |
|