SFP
Sandbox Financial Partners’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 | $2.81M | Buy |
55,129
+5,940
| +12% | +$302K | 0.89% | 25 |
|
|
2025
Q1 | $2.5M | Buy |
49,189
+1,304
| +3% | +$66.3K | 0.88% | 28 |
|
|
2024
Q4 | $2.43M | Sell |
47,885
-1,998
| -4% | -$101K | 0.81% | 29 |
|
|
2024
Q3 | $2.54M | Buy |
49,883
+1,783
| +4% | +$90.8K | 0.9% | 25 |
|
|
2024
Q2 | $2.44M | Buy |
48,100
+835
| +2% | +$42.4K | 0.94% | 25 |
|
|
2024
Q1 | $2.4M | Buy |
47,265
+871
| +2% | +$44.2K | 1.01% | 23 |
|
|
2023
Q4 | $2.35M | Sell |
46,394
-12
| -0% | -$609 | 1.1% | 19 |
|
|
2023
Q3 | $2.34M | Sell |
46,406
-779
| -2% | -$39.3K | 1.24% | 17 |
|
|
2023
Q2 | $2.39M | Sell |
47,185
-571
| -1% | -$28.9K | 1.25% | 15 |
|
|
2023
Q1 | $2.43M | Buy |
47,756
+1,454
| +3% | +$73.8K | 1.46% | 14 |
|
|
2022
Q4 | $2.34M | Buy |
46,302
+4,530
| +11% | +$229K | 1.62% | 14 |
|
|
2022
Q3 | $2.1M | Buy |
41,772
+4,163
| +11% | +$209K | 1.54% | 13 |
|
|
2022
Q2 | $1.91M | Sell |
37,609
-278
| -0.7% | -$14.1K | 1.36% | 16 |
|
|
2022
Q1 | $1.92M | Buy |
37,887
+542
| +1% | +$27.5K | 1.1% | 18 |
|
|
2021
Q4 | $1.91M | Sell |
37,345
-7,075
| -16% | -$361K | 1.2% | 15 |
|
|
2021
Q3 | $2.27M | Sell |
44,420
-10,944
| -20% | -$559K | 1.62% | 11 |
|
|
2021
Q2 | $2.83M | Buy |
55,364
+7,150
| +15% | +$365K | 2.1% | 9 |
|
|
2021
Q1 | $2.46M | Buy |
48,214
+9,065
| +23% | +$463K | 2.01% | 10 |
|
|
2020
Q4 | $2M | Buy |
+39,149
| New | +$2M | 1.82% | 11 |
|