Souders Financial Advisors’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 | $604K | Hold |
11,858
| – | – | 0.08% | 120 |
|
|
2025
Q1 | $603K | Sell |
11,858
-649
| -5% | -$33K | 0.08% | 120 |
|
|
2024
Q4 | $634K | Buy |
12,507
+1,148
| +10% | +$58.2K | 0.09% | 119 |
|
|
2024
Q3 | $579K | Buy |
11,359
+622
| +6% | +$31.7K | 0.08% | 120 |
|
|
2024
Q2 | $545K | Buy |
10,737
+1,691
| +19% | +$85.8K | 0.08% | 119 |
|
|
2024
Q1 | $459K | Buy |
9,046
+153
| +2% | +$7.76K | 0.07% | 128 |
|
|
2023
Q4 | $451K | Buy |
8,893
+3,563
| +67% | +$181K | 0.08% | 122 |
|
|
2023
Q3 | $269K | Buy |
+5,330
| New | +$269K | 0.05% | 144 |
|