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