SSWM
Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,980
| Closed | -$202K | – | 391 |
|
|
2023
Q4 | $202K | Hold |
3,980
| – | – | 0.03% | 327 |
|
|
2023
Q3 | $201K | Hold |
3,980
| – | – | 0.03% | 310 |
|
|
2023
Q2 | $202K | Hold |
3,980
| – | – | 0.03% | 312 |
|
|
2023
Q1 | $202K | Hold |
3,980
| – | – | 0.03% | 300 |
|
|
2022
Q4 | $201K | Hold |
3,980
| – | – | 0.03% | 292 |
|
|
2022
Q3 | $200K | Sell |
3,980
-15,931
| -80% | -$801K | 0.03% | 288 |
|
|
2022
Q2 | $1.01M | Buy |
19,911
+15,931
| +400% | +$807K | 0.17% | 125 |
|
|
2022
Q1 | $202K | Hold |
3,980
| – | – | 0.03% | 336 |
|
|
2021
Q4 | $203K | Hold |
3,980
| – | – | 0.03% | 360 |
|
|
2021
Q3 | $203K | Buy |
+3,980
| New | +$203K | 0.03% | 352 |
|