OLIO Financial Planning’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 | $764K | Buy |
14,997
+9,367
| +166% | +$477K | 0.24% | 26 |
|
|
2025
Q1 | $286K | Sell |
5,630
-113
| -2% | -$5.75K | 0.1% | 50 |
|
|
2024
Q4 | $291K | Sell |
5,743
-326
| -5% | -$16.5K | 0.1% | 51 |
|
|
2024
Q3 | $308K | Hold |
6,069
| – | – | 0.13% | 41 |
|
|
2024
Q2 | $308K | Hold |
6,069
| – | – | 0.13% | 41 |
|
|
2024
Q1 | $308K | Hold |
6,069
| – | – | 0.13% | 41 |
|
|
2023
Q4 | $308K | Sell |
6,069
-6
| -0.1% | -$304 | 0.13% | 41 |
|
|
2023
Q3 | $306K | Buy |
6,075
+519
| +9% | +$26.2K | 0.14% | 42 |
|
|
2023
Q2 | $281K | Sell |
5,556
-1,207
| -18% | -$61.1K | 0.13% | 39 |
|
|
2023
Q1 | $343K | Sell |
6,763
-182
| -3% | -$9.24K | 0.18% | 32 |
|
|
2022
Q4 | $340K | Buy |
6,945
+2,570
| +59% | +$126K | 0.18% | 34 |
|
|
2022
Q3 | $220K | Buy |
+4,375
| New | +$220K | 0.13% | 39 |
|