SAG
SageView Advisory Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Hold |
6,574
| – | – | 0.01% | 466 |
|
|
2025
Q1 | $334K | Buy |
+6,574
| New | +$334K | 0.01% | 441 |
|
|
2023
Q4 | – | Sell |
-5,082
| Closed | -$256K | – | 695 |
|
|
2023
Q3 | $256K | Hold |
5,082
| – | – | 0.01% | 453 |
|
|
2023
Q2 | $257K | Sell |
5,082
-3,031
| -37% | -$154K | 0.01% | 477 |
|
|
2023
Q1 | $412K | Hold |
8,113
| – | – | 0.03% | 338 |
|
|
2022
Q4 | $410K | Buy |
+8,113
| New | +$410K | 0.03% | 270 |
|