Summit Wealth Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $636K | Hold |
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|
2024
Q2 | $633K | Buy |
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|
2024
Q1 | $614K | Hold |
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|
2023
Q4 | $614K | Buy |
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|
2023
Q3 | $569K | Sell |
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|
2023
Q2 | $764K | Sell |
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|
2023
Q1 | $813K | Buy |
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|
2022
Q4 | $721K | Sell |
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|
2022
Q3 | $748K | Sell |
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|
2022
Q2 | $814K | Buy |
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|
2022
Q1 | $476K | Buy |
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|
2021
Q4 | $455K | Sell |
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|
2021
Q3 | $694K | Sell |
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|
2021
Q2 | $759K | Buy |
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|
2021
Q1 | $747K | Hold |
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|
2020
Q4 | $747K | Sell |
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|
2020
Q3 | $1.33M | Hold |
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|
2020
Q2 | $1.33M | Buy |
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|
2020
Q1 | $1.21M | Buy |
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|
2019
Q4 | $971K | Buy |
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