SW
SkyOak Wealth’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 | $4.48M | Buy |
87,990
+28,968
| +49% | +$1.48M | 0.9% | 30 |
|
|
2025
Q1 | $3M | Sell |
59,022
-9,885
| -14% | -$503K | 0.66% | 40 |
|
|
2024
Q4 | $3.49M | Buy |
68,907
+14,528
| +27% | +$737K | 0.75% | 36 |
|
|
2024
Q3 | $2.77M | Sell |
54,379
-4,149
| -7% | -$211K | 0.61% | 46 |
|
|
2024
Q2 | $2.97M | Sell |
58,528
-3,708
| -6% | -$188K | 0.69% | 37 |
|
|
2024
Q1 | $3.16M | Buy |
62,236
+17,146
| +38% | +$870K | 0.76% | 34 |
|
|
2023
Q4 | $2.29M | Buy |
45,090
+6,477
| +17% | +$329K | 0.6% | 45 |
|
|
2023
Q3 | $1.95M | Hold |
38,613
| – | – | 0.57% | 49 |
|
|
2023
Q2 | $1.96M | Sell |
38,613
-7,610
| -16% | -$385K | 0.55% | 47 |
|
|
2023
Q1 | $2.35M | Buy |
46,223
+4,563
| +11% | +$232K | 0.72% | 37 |
|
|
2022
Q4 | $2.11M | Buy |
41,660
+4,163
| +11% | +$210K | 0.71% | 39 |
|
|
2022
Q3 | $1.89M | Sell |
37,497
-4,299
| -10% | -$216K | 0.68% | 42 |
|
|
2022
Q2 | $2.12M | Sell |
41,796
-43,540
| -51% | -$2.21M | 0.72% | 41 |
|
|
2022
Q1 | $4.32M | Sell |
85,336
-1,543
| -2% | -$78.1K | 1.2% | 21 |
|
|
2021
Q4 | $4.44M | Buy |
86,879
+10,925
| +14% | +$558K | 1.13% | 28 |
|
|
2021
Q3 | $3.88M | Buy |
75,954
+20,099
| +36% | +$1.03M | 1.05% | 27 |
|
|
2021
Q2 | $2.85M | Buy |
55,855
+7,813
| +16% | +$399K | 0.76% | 34 |
|
|
2021
Q1 | $2.45M | Sell |
48,042
-1,015
| -2% | -$51.8K | 0.68% | 41 |
|
|
2020
Q4 | $2.5M | Buy |
49,057
+7,367
| +18% | +$376K | 0.78% | 40 |
|
|
2020
Q3 | $2.13M | Buy |
41,690
+18,615
| +81% | +$949K | 0.76% | 38 |
|
|
2020
Q2 | $1.18M | Sell |
23,075
-3,100
| -12% | -$158K | 0.43% | 58 |
|
|
2020
Q1 | $1.32M | Buy |
26,175
+13,125
| +101% | +$662K | 0.67% | 40 |
|
|
2019
Q4 | $659K | Buy |
+13,050
| New | +$659K | 0.2% | 110 |
|