Tradition 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 | $776K | Buy |
15,244
+1,222
| +9% | +$62.2K | 0.06% | 210 |
|
|
2025
Q1 | $713K | Sell |
14,022
-7,000
| -33% | -$356K | 0.06% | 204 |
|
|
2024
Q4 | $1.07M | Sell |
21,022
-3,728
| -15% | -$189K | 0.09% | 163 |
|
|
2024
Q3 | $1.26M | Sell |
24,750
-3,500
| -12% | -$178K | 0.11% | 153 |
|
|
2024
Q2 | $1.43M | Sell |
28,250
-2,000
| -7% | -$101K | 0.14% | 128 |
|
|
2024
Q1 | $1.53M | Sell |
30,250
-11,100
| -27% | -$563K | 0.16% | 118 |
|
|
2023
Q4 | $2.1M | Buy |
41,350
+15,650
| +61% | +$794K | 0.22% | 86 |
|
|
2023
Q3 | $1.3M | Sell |
25,700
-3,000
| -10% | -$151K | 0.15% | 108 |
|
|
2023
Q2 | $1.45M | Sell |
28,700
-2,500
| -8% | -$127K | 0.17% | 102 |
|
|
2023
Q1 | $1.59M | Buy |
+31,200
| New | +$1.59M | 0.2% | 91 |
|