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Shorepoint Capital Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Shorepoint Capital Partners’s Portfolio JMST Stock Details JMST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,934
Closed -$401K – 133
2022
Q4 		$401K Hold
7,934
– – 0.11% 109
2022
Q3 		$399K Sell
7,934
-30,715
-79% -$1.55M 0.19% 68
2022
Q2 		$1.96M Buy
38,649
+19,821
+105% +$1M 0.83% 48
2022
Q1 		$953K Sell
18,828
-140,588
-88% -$7.14M 0.4% 59
2021
Q4 		$8.14M Buy
159,416
+19,575
+14% +$999K 3.3% 4
2021
Q3 		$7.14M Buy
+139,841
New +$7.14M 3.21% 3
2021
Q1 		$4.03M Buy
78,925
+59,950
+316% +$3.06M 2.15% 14
2020
Q4 		$968K Buy
18,975
+4,825
+34% +$246K 0.54% 55
2020
Q3 		$722K Buy
+14,150
New +$722K 0.45% 58

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