Stratos Wealth Partners’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 | $3.5M | Buy |
68,702
+21,388
| +45% | +$1.09M | 0.05% | 358 |
|
2025
Q1 | $2.41M | Buy |
47,314
+5,665
| +14% | +$288K | 0.04% | 397 |
|
2024
Q4 | $2.11M | Buy |
41,649
+5,232
| +14% | +$265K | 0.03% | 459 |
|
2024
Q3 | $1.86M | Buy |
36,417
+1,862
| +5% | +$94.9K | 0.03% | 488 |
|
2024
Q2 | $1.75M | Buy |
34,555
+84
| +0.2% | +$4.26K | 0.03% | 470 |
|
2024
Q1 | $1.75M | Sell |
34,471
-1,258
| -4% | -$63.8K | 0.03% | 474 |
|
2023
Q4 | $1.81M | Buy |
35,729
+12,633
| +55% | +$641K | 0.03% | 440 |
|
2023
Q3 | $1.17M | Buy |
23,096
+5,823
| +34% | +$294K | 0.03% | 522 |
|
2023
Q2 | $875K | Buy |
17,273
+8,035
| +87% | +$407K | 0.02% | 576 |
|
2023
Q1 | $469K | Sell |
9,238
-63,577
| -87% | -$3.23M | 0.01% | 726 |
|
2022
Q4 | $3.68M | Buy |
+72,815
| New | +$3.68M | 0.09% | 218 |
|