TBWA
Three Bridge Wealth Advisors’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 | $3.5M | Sell |
68,698
-463
| -0.7% | -$23.6K | 0.92% | 23 |
|
|
2025
Q1 | $3.52M | Buy |
69,161
+68
| +0.1% | +$3.46K | 1.22% | 18 |
|
|
2024
Q4 | $3.51M | Buy |
69,093
+75
| +0.1% | +$3.81K | 1.23% | 18 |
|
|
2024
Q3 | $3.52M | Sell |
69,018
-30,099
| -30% | -$1.53M | 1.3% | 17 |
|
|
2024
Q2 | $5.03M | Sell |
99,117
-9,415
| -9% | -$478K | 1.99% | 15 |
|
|
2024
Q1 | $5.51M | Sell |
108,532
-14,858
| -12% | -$754K | 2.17% | 15 |
|
|
2023
Q4 | $6.28M | Buy |
123,390
+7,751
| +7% | +$394K | 2.17% | 12 |
|
|
2023
Q3 | $5.83M | Sell |
115,639
-28,148
| -20% | -$1.42M | 2.42% | 10 |
|
|
2023
Q2 | $7.28M | Sell |
143,787
-3,552
| -2% | -$180K | 3.08% | 7 |
|
|
2023
Q1 | $7.48M | Buy |
147,339
+15,774
| +12% | +$801K | 3.47% | 7 |
|
|
2022
Q4 | $6.65M | Buy |
131,565
+102,505
| +353% | +$5.18M | 3.56% | 6 |
|
|
2022
Q3 | $1.46M | Sell |
29,060
-3,500
| -11% | -$176K | 0.74% | 26 |
|
|
2022
Q2 | $1.65M | Buy |
32,560
+6,025
| +23% | +$305K | 0.81% | 24 |
|
|
2022
Q1 | $1.34M | Buy |
+26,535
| New | +$1.34M | 0.38% | 34 |
|