Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-200
| Closed | -$10.2K | – | 2486 |
|
|
2024
Q3 | $10.2K | Hold |
200
| – | – | ﹤0.01% | 1625 |
|
|
2024
Q2 | $10.1K | Sell |
200
-17,498
| -99% | -$888K | ﹤0.01% | 1627 |
|
|
2024
Q1 | $898K | Sell |
17,698
-1,658
| -9% | -$84.1K | 0.02% | 395 |
|
|
2023
Q4 | $982K | Sell |
19,356
-4,422
| -19% | -$224K | 0.03% | 363 |
|
|
2023
Q3 | $1.2M | Sell |
23,778
-2,414
| -9% | -$122K | 0.05% | 299 |
|
|
2023
Q2 | $1.33M | Buy |
26,192
+1,060
| +4% | +$53.7K | 0.05% | 291 |
|
|
2023
Q1 | $1.28M | Buy |
25,132
+22,292
| +785% | +$1.13M | 0.05% | 303 |
|
|
2022
Q4 | $144K | Buy |
2,840
+2,220
| +358% | +$113K | 0.01% | 631 |
|
|
2022
Q3 | $31K | Buy |
+620
| New | +$31K | ﹤0.01% | 1137 |
|