Royal Harbor Partners’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
Q1 | – | Sell |
-8,886
| Closed | -$451K | – | 49 |
|
|
2024
Q4 | $451K | Hold |
8,886
| – | – | 0.17% | 32 |
|
|
2024
Q3 | $453K | Hold |
8,886
| – | – | 0.18% | 34 |
|
|
2024
Q2 | $451K | Hold |
8,886
| – | – | 0.19% | 33 |
|
|
2024
Q1 | $451K | Hold |
8,886
| – | – | 0.2% | 40 |
|
|
2023
Q4 | $451K | Hold |
8,886
| – | – | 0.21% | 40 |
|
|
2023
Q3 | $448K | Hold |
8,886
| – | – | 0.23% | 38 |
|
|
2023
Q2 | $450K | Hold |
8,886
| – | – | 0.22% | 53 |
|
|
2023
Q1 | $451K | Sell |
8,886
-19,696
| -69% | -$1M | 0.24% | 58 |
|
|
2022
Q4 | $1.44M | Sell |
28,582
-9,994
| -26% | -$505K | 0.89% | 32 |
|
|
2022
Q3 | $1.94M | Buy |
38,576
+19,817
| +106% | +$997K | 1.33% | 30 |
|
|
2022
Q2 | $950K | Buy |
+18,759
| New | +$950K | 0.65% | 41 |
|