Steward Partners Investment Advisory’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 | $1.39M | Buy |
27,257
+6,971
| +34% | +$355K | 0.01% | 851 |
|
|
2025
Q1 | $1.03M | Buy |
20,286
+3,500
| +21% | +$178K | 0.01% | 905 |
|
|
2024
Q4 | $851K | Hold |
16,786
| – | – | 0.01% | 938 |
|
|
2024
Q3 | $855K | Hold |
16,786
| – | – | 0.01% | 914 |
|
|
2024
Q2 | $852K | Buy |
16,786
+4,907
| +41% | +$249K | 0.01% | 865 |
|
|
2024
Q1 | $603K | Buy |
11,879
+20
| +0.2% | +$1.02K | 0.01% | 978 |
|
|
2023
Q4 | $602K | Sell |
11,859
-477
| -4% | -$24.2K | 0.01% | 916 |
|
|
2023
Q3 | $622K | Buy |
12,336
+500
| +4% | +$25.2K | 0.01% | 849 |
|
|
2023
Q2 | $599K | Hold |
11,836
| – | – | 0.01% | 871 |
|
|
2023
Q1 | $601K | Buy |
+11,836
| New | +$601K | 0.01% | 855 |
|