Priebe Wealth Holdings’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 | $1.07M | Buy |
20,946
+11,566
| +123% | +$589K | 0.92% | 24 |
|
|
2025
Q1 | $477K | Sell |
9,380
-14,448
| -61% | -$735K | 0.3% | 42 |
|
|
2024
Q4 | $1.21M | Buy |
23,828
+1,785
| +8% | +$90.5K | 0.82% | 22 |
|
|
2024
Q3 | $1.12M | Buy |
22,043
+3,756
| +21% | +$191K | 0.82% | 18 |
|
|
2024
Q2 | $928K | Sell |
18,287
-3,035
| -14% | -$154K | 0.74% | 21 |
|
|
2024
Q1 | $1.08M | Sell |
21,322
-13,250
| -38% | -$672K | 0.84% | 16 |
|
|
2023
Q4 | $1.75M | Buy |
+34,572
| New | +$1.75M | 1.44% | 12 |
|