Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $568K | Buy |
11,252
+296
| +3% | +$14.9K | 0.11% | 147 |
|
|
2023
Q2 | $555K | Sell |
10,956
-336
| -3% | -$17K | 0.09% | 165 |
|
|
2023
Q1 | $574K | Sell |
11,292
-613
| -5% | -$31.1K | 0.1% | 165 |
|
|
2022
Q4 | $602K | Buy |
11,905
+685
| +6% | +$34.6K | 0.11% | 152 |
|
|
2022
Q3 | $564K | Sell |
11,220
-2,282
| -17% | -$115K | 0.12% | 145 |
|
|
2022
Q2 | $684K | Sell |
13,502
-276
| -2% | -$14K | 0.14% | 129 |
|
|
2022
Q1 | $698K | Buy |
+13,778
| New | +$698K | 0.12% | 159 |
|