Sigma Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
45,771
+31,828
| +228% | +$1.62M | 0.07% | 274 |
|
|
2025
Q1 | $709K | Buy |
13,943
+1,034
| +8% | +$52.6K | 0.02% | 603 |
|
|
2024
Q4 | $655K | Buy |
12,909
+709
| +6% | +$36K | 0.02% | 631 |
|
|
2024
Q3 | $621K | Buy |
12,200
+1,048
| +9% | +$53.4K | 0.02% | 664 |
|
|
2024
Q2 | $566K | Buy |
11,152
+4,642
| +71% | +$236K | 0.02% | 680 |
|
|
2024
Q1 | $330K | Buy |
+6,510
| New | +$330K | 0.01% | 912 |
|
|
2023
Q4 | – | Sell |
-4,708
| Closed | -$238K | – | 1022 |
|
|
2023
Q3 | $238K | Buy |
+4,708
| New | +$238K | 0.01% | 1016 |
|
|
2023
Q2 | – | Sell |
-9,264
| Closed | -$471K | – | 1290 |
|
|
2023
Q1 | $471K | Sell |
9,264
-9,337
| -50% | -$474K | 0.02% | 823 |
|
|
2022
Q4 | $940K | Buy |
18,601
+12,153
| +188% | +$614K | 0.03% | 501 |
|
|
2022
Q3 | $324K | Buy |
+6,448
| New | +$324K | 0.01% | 914 |
|