SPA
Shore Point Advisors’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 | $319K | Buy |
6,266
+1,669
| +36% | +$85K | 0.15% | 58 |
|
|
2025
Q1 | $234K | Buy |
4,597
+33
| +0.7% | +$1.68K | 0.12% | 61 |
|
|
2024
Q4 | $231K | Sell |
4,564
-155
| -3% | -$7.86K | 0.12% | 62 |
|
|
2024
Q3 | $240K | Sell |
4,719
-875
| -16% | -$44.6K | 0.13% | 59 |
|
|
2024
Q2 | $284K | Sell |
5,594
-3,427
| -38% | -$174K | 0.16% | 48 |
|
|
2024
Q1 | $458K | Buy |
9,021
+3,194
| +55% | +$162K | 0.26% | 39 |
|
|
2023
Q4 | $296K | Sell |
5,827
-11,463
| -66% | -$582K | 0.18% | 46 |
|
|
2023
Q3 | $872K | Sell |
17,290
-14,745
| -46% | -$744K | 0.63% | 29 |
|
|
2023
Q2 | $1.62M | Buy |
32,035
+48
| +0.2% | +$2.43K | 1.16% | 18 |
|
|
2023
Q1 | $1.62M | Buy |
31,987
+3,130
| +11% | +$159K | 1.23% | 17 |
|
|
2022
Q4 | $1.46M | Sell |
28,857
-10,798
| -27% | -$546K | 1.2% | 17 |
|
|
2022
Q3 | $2M | Buy |
39,655
+27,178
| +218% | +$1.37M | 1.95% | 14 |
|
|
2022
Q2 | $632K | Buy |
12,477
+8,523
| +216% | +$432K | 0.59% | 21 |
|
|
2022
Q1 | $200K | Sell |
3,954
-592
| -13% | -$29.9K | 0.17% | 36 |
|
|
2021
Q4 | $232K | Buy |
+4,546
| New | +$232K | 0.19% | 31 |
|