Naviter Wealth’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
Q3 | – | Sell |
-4,550
| Closed | -$231K | – | 249 |
|
|
2024
Q2 | $231K | Hold |
4,550
| – | – | 0.03% | 210 |
|
|
2024
Q1 | $231K | Sell |
4,550
-26,240
| -85% | -$1.33M | 0.04% | 209 |
|
|
2023
Q4 | $1.57M | Buy |
30,790
+12,652
| +70% | +$644K | 0.32% | 87 |
|
|
2023
Q3 | $915K | Buy |
18,138
+777
| +4% | +$39.2K | 0.22% | 115 |
|
|
2023
Q2 | $879K | Buy |
+17,361
| New | +$879K | 0.22% | 117 |
|