SWP
Summit Wealth Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
36,045
+11,315
| +46% | +$576K | 0.35% | 53 |
|
|
2025
Q1 | $1.26M | Buy |
24,730
+3,663
| +17% | +$186K | 0.26% | 68 |
|
|
2024
Q4 | $1.07M | Buy |
21,067
+8,588
| +69% | +$435K | 0.22% | 80 |
|
|
2024
Q3 | $636K | Hold |
12,479
| – | – | 0.12% | 121 |
|
|
2024
Q2 | $633K | Buy |
12,479
+387
| +3% | +$19.6K | 0.13% | 114 |
|
|
2024
Q1 | $614K | Hold |
12,092
| – | – | 0.13% | 111 |
|
|
2023
Q4 | $614K | Buy |
12,092
+814
| +7% | +$41.3K | 0.14% | 103 |
|
|
2023
Q3 | $569K | Sell |
11,278
-3,799
| -25% | -$192K | 0.15% | 96 |
|
|
2023
Q2 | $764K | Sell |
15,077
-928
| -6% | -$47K | 0.19% | 83 |
|
|
2023
Q1 | $813K | Buy |
16,005
+1,728
| +12% | +$87.8K | 0.21% | 80 |
|
|
2022
Q4 | $721K | Sell |
14,277
-588
| -4% | -$29.7K | 0.19% | 77 |
|
|
2022
Q3 | $748K | Sell |
14,865
-1,203
| -7% | -$60.5K | 0.21% | 67 |
|
|
2022
Q2 | $814K | Buy |
16,068
+6,662
| +71% | +$337K | 0.22% | 62 |
|
|
2022
Q1 | $476K | Buy |
9,406
+491
| +6% | +$24.9K | 0.11% | 99 |
|
|
2021
Q4 | $455K | Sell |
8,915
-4,666
| -34% | -$238K | 0.1% | 102 |
|
|
2021
Q3 | $694K | Sell |
13,581
-1,281
| -9% | -$65.4K | 0.16% | 73 |
|
|
2021
Q2 | $759K | Buy |
14,862
+230
| +2% | +$11.7K | 0.18% | 68 |
|
|
2021
Q1 | $747K | Hold |
14,632
| – | – | 0.19% | 66 |
|
|
2020
Q4 | $747K | Sell |
14,632
-11,377
| -44% | -$581K | 0.2% | 68 |
|
|
2020
Q3 | $1.33M | Hold |
26,009
| – | – | 0.4% | 44 |
|
|
2020
Q2 | $1.33M | Buy |
26,009
+1,974
| +8% | +$101K | 0.43% | 45 |
|
|
2020
Q1 | $1.21M | Buy |
24,035
+4,794
| +25% | +$242K | 0.49% | 35 |
|
|
2019
Q4 | $971K | Buy |
+19,241
| New | +$971K | 0.34% | 48 |
|