SWM
SFG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,422
| Closed | -$478K | – | 123 |
|
|
2024
Q4 | $478K | Sell |
9,422
-9,687
| -51% | -$491K | 0.25% | 57 |
|
|
2024
Q3 | $973K | Buy |
+19,109
| New | +$973K | 0.52% | 34 |
|
|
2024
Q2 | – | Sell |
-4,322
| Closed | -$219K | – | 99 |
|
|
2024
Q1 | $219K | Buy |
+4,322
| New | +$219K | 0.13% | 90 |
|
|
2023
Q3 | – | Sell |
-9,862
| Closed | -$500K | – | 102 |
|
|
2023
Q2 | $500K | Buy |
+9,862
| New | +$500K | 0.42% | 43 |
|