Roberts Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $465K | Hold |
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|
2024
Q2 | $464K | Sell |
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|
2024
Q1 | $662K | Sell |
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|
2023
Q4 | $2.75M | Sell |
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|
2023
Q3 | $935K | Sell |
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|
2023
Q2 | $1.46M | Sell |
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|
2023
Q1 | $1.47M | Sell |
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|
2022
Q4 | $2.67M | Sell |
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|
2022
Q3 | $3.81M | Sell |
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|
2022
Q2 | $4.12M | Sell |
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|
2022
Q1 | $4.9M | Sell |
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|
2021
Q4 | $5.26M | Sell |
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|
2021
Q3 | $5.64M | Buy |
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