Robinson Smith Wealth Advisors’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 | $3.02M | Buy |
59,301
+7,563
| +15% | +$385K | 2.41% | 12 |
|
|
2025
Q1 | $2.63M | Buy |
51,738
+1,888
| +4% | +$96K | 2.2% | 11 |
|
|
2024
Q4 | $2.53M | Buy |
49,850
+4,381
| +10% | +$222K | 2.14% | 12 |
|
|
2024
Q3 | $2.32M | Buy |
45,469
+6,734
| +17% | +$343K | 1.97% | 12 |
|
|
2024
Q2 | $1.97M | Buy |
38,735
+1,939
| +5% | +$98.4K | 1.73% | 12 |
|
|
2024
Q1 | $1.87M | Buy |
36,796
+2,241
| +6% | +$114K | 1.79% | 12 |
|
|
2023
Q4 | $1.75M | Buy |
+34,555
| New | +$1.75M | 1.72% | 14 |
|