Shira Ridge Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,219
| Closed | -$877K | – | 82 |
|
|
2024
Q3 | $877K | Sell |
17,219
-1,420
| -8% | -$72.3K | 0.45% | 36 |
|
|
2024
Q2 | $946K | Sell |
18,639
-1,816
| -9% | -$92.2K | 0.53% | 30 |
|
|
2024
Q1 | $1.04M | Sell |
20,455
-953
| -4% | -$48.4K | 0.59% | 28 |
|
|
2023
Q4 | $1.09M | Sell |
21,408
-7,913
| -27% | -$402K | 0.65% | 27 |
|
|
2023
Q3 | $1.48M | Sell |
29,321
-10,081
| -26% | -$509K | 0.97% | 24 |
|
|
2023
Q2 | $2M | Sell |
39,402
-3,411
| -8% | -$173K | 1.25% | 22 |
|
|
2023
Q1 | $2.17M | Sell |
42,813
-6,233
| -13% | -$317K | 1.44% | 20 |
|
|
2022
Q4 | $2.48M | Buy |
+49,046
| New | +$2.48M | 1.71% | 19 |
|