PP
PDS Planning’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 | $5.57M | Sell |
109,326
-1,650
| -1% | -$84K | 0.41% | 40 |
|
|
2025
Q1 | $5.64M | Buy |
110,976
+6,920
| +7% | +$352K | 0.48% | 38 |
|
|
2024
Q4 | $5.28M | Sell |
104,056
-3,414
| -3% | -$173K | 0.47% | 40 |
|
|
2024
Q3 | $5.47M | Sell |
107,470
-24,403
| -19% | -$1.24M | 0.49% | 37 |
|
|
2024
Q2 | $6.69M | Sell |
131,873
-11,320
| -8% | -$574K | 0.68% | 29 |
|
|
2024
Q1 | $7.27M | Sell |
143,193
-5,022
| -3% | -$255K | 0.76% | 28 |
|
|
2023
Q4 | $7.52M | Buy |
148,215
+43,132
| +41% | +$2.19M | 0.86% | 24 |
|
|
2023
Q3 | $5.3M | Sell |
105,083
-1,127
| -1% | -$56.9K | 0.69% | 30 |
|
|
2023
Q2 | $5.38M | Sell |
106,210
-12,874
| -11% | -$652K | 0.69% | 28 |
|
|
2023
Q1 | $6.05M | Sell |
119,084
-1,430
| -1% | -$72.6K | 0.83% | 26 |
|
|
2022
Q4 | $6.09M | Sell |
120,514
-25,778
| -18% | -$1.3M | 0.97% | 23 |
|
|
2022
Q3 | $7.36M | Buy |
146,292
+2,374
| +2% | +$119K | 1.34% | 18 |
|
|
2022
Q2 | $7.29M | Buy |
143,918
+76,681
| +114% | +$3.88M | 1.32% | 17 |
|
|
2022
Q1 | $3.41M | Buy |
+67,237
| New | +$3.41M | 0.6% | 35 |
|