Secure Asset Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,476
| Closed | -$380K | – | 196 |
|
|
2023
Q1 | $380K | Buy |
7,476
+462
| +7% | +$23.5K | 0.13% | 133 |
|
|
2022
Q4 | $354K | Buy |
+7,014
| New | +$354K | 0.13% | 134 |
|
|
2022
Q1 | – | Sell |
-6,094
| Closed | -$311K | – | 219 |
|
|
2021
Q4 | $311K | Buy |
6,094
+380
| +7% | +$19.4K | 0.13% | 142 |
|
|
2021
Q3 | $292K | Sell |
5,714
-318
| -5% | -$16.3K | 0.14% | 127 |
|
|
2021
Q2 | $308K | Buy |
+6,032
| New | +$308K | 0.16% | 131 |
|