SWM
SigFig 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
Q3 | – | Sell |
-9,886
| Closed | -$502K | – | 125 |
|
|
2024
Q2 | $502K | Sell |
9,886
-19,565
| -66% | -$993K | 0.02% | 109 |
|
|
2024
Q1 | $1.49M | Sell |
29,451
-14,130
| -32% | -$717K | 0.05% | 90 |
|
|
2023
Q4 | $2.21M | Sell |
43,581
-40,028
| -48% | -$2.03M | 0.08% | 78 |
|
|
2023
Q3 | $4.22M | Sell |
83,609
-82,554
| -50% | -$4.16M | 0.17% | 59 |
|
|
2023
Q2 | $8.41M | Sell |
166,163
-13,975
| -8% | -$708K | 0.33% | 37 |
|
|
2023
Q1 | $9.15M | Buy |
+180,138
| New | +$9.15M | 0.5% | 27 |
|