QWP
Quotient Wealth Partners’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 | $9.22M | Buy |
181,152
+7,799
| +4% | +$397K | 0.27% | 30 |
|
|
2025
Q1 | $8.82M | Buy |
173,353
+12,927
| +8% | +$657K | 0.28% | 30 |
|
|
2024
Q4 | $8.14M | Buy |
160,426
+11,672
| +8% | +$592K | 0.27% | 30 |
|
|
2024
Q3 | $7.58M | Sell |
148,754
-6,353
| -4% | -$324K | 0.25% | 31 |
|
|
2024
Q2 | $7.87M | Buy |
+155,107
| New | +$7.87M | 0.28% | 31 |
|