PSIWM
Paradigm Strategies in Wealth Management’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
Q2 | $1.78M | Sell |
35,052
-1,173
| -3% | -$59.7K | 1.17% | 14 |
|
|
2025
Q1 | $1.84M | Buy |
36,225
+452
| +1% | +$23K | 1.24% | 14 |
|
|
2024
Q4 | $1.81M | Sell |
35,773
-1,204
| -3% | -$61.1K | 1.2% | 14 |
|
|
2024
Q3 | $1.88M | Sell |
36,977
-29,344
| -44% | -$1.49M | 1.18% | 18 |
|
|
2024
Q2 | $3.37M | Sell |
66,321
-870
| -1% | -$44.1K | 2.07% | 12 |
|
|
2024
Q1 | $3.41M | Buy |
67,191
+14,318
| +27% | +$726K | 2.1% | 12 |
|
|
2023
Q4 | $2.68M | Buy |
52,873
+9,171
| +21% | +$465K | 1.76% | 13 |
|
|
2023
Q3 | $2.2M | Sell |
43,702
-5,415
| -11% | -$273K | 1.41% | 15 |
|
|
2023
Q2 | $2.49M | Buy |
49,117
+24,432
| +99% | +$1.24M | 1.68% | 15 |
|
|
2023
Q1 | $1.25M | Buy |
24,685
+3,548
| +17% | +$180K | 0.99% | 16 |
|
|
2022
Q4 | $1.07M | Buy |
21,137
+4,672
| +28% | +$236K | 0.95% | 15 |
|
|
2022
Q3 | $828K | Buy |
16,465
+1,990
| +14% | +$100K | 0.76% | 17 |
|
|
2022
Q2 | $733K | Sell |
14,475
-2,755
| -16% | -$140K | 0.8% | 18 |
|
|
2022
Q1 | $873K | Sell |
17,230
-6,006
| -26% | -$304K | 0.91% | 19 |
|
|
2021
Q4 | $1.19M | Buy |
23,236
+176
| +0.8% | +$8.98K | 1.2% | 16 |
|
|
2021
Q3 | $1.18M | Buy |
23,060
+1,369
| +6% | +$69.9K | 1.11% | 17 |
|
|
2021
Q2 | $1.11M | Sell |
21,691
-6,160
| -22% | -$314K | 1% | 18 |
|
|
2021
Q1 | $1.42M | Buy |
+27,851
| New | +$1.42M | 1.37% | 17 |
|