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Regent Peak Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Regent Peak Wealth Advisors’s Portfolio JMST Stock Details JMST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-9,780
Closed -$495K – 155
2022
Q2 		$495K Hold
9,780
– – 0.16% 84
2022
Q1 		$495K Hold
9,780
– – 0.14% 86
2021
Q4 		$499K Hold
9,780
– – 0.14% 93
2021
Q3 		$500K Buy
+9,780
New +$500K 0.14% 91