Total Clarity Wealth Management’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 | $360K | Buy |
7,071
+2,262
| +47% | +$115K | 0.1% | 201 |
|
2025
Q1 | $244K | Hold |
4,809
| – | – | 0.08% | 224 |
|
2024
Q4 | $244K | Sell |
4,809
-225
| -4% | -$11.4K | 0.08% | 224 |
|
2024
Q3 | $256K | Hold |
5,034
| – | – | 0.08% | 216 |
|
2024
Q2 | $255K | Hold |
5,034
| – | – | 0.09% | 209 |
|
2024
Q1 | $255K | Sell |
5,034
-350
| -7% | -$17.8K | 0.09% | 228 |
|
2023
Q4 | $273K | Buy |
5,384
+825
| +18% | +$41.9K | 0.11% | 187 |
|
2023
Q3 | $230K | Buy |
4,559
+90
| +2% | +$4.54K | 0.11% | 193 |
|
2023
Q2 | $226K | Hold |
4,469
| – | – | 0.11% | 191 |
|
2023
Q1 | $227K | Buy |
4,469
+500
| +13% | +$25.4K | 0.12% | 159 |
|
2022
Q4 | $201K | Buy |
+3,969
| New | +$201K | 0.1% | 218 |
|