United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.21M | Sell |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $781K | Buy |
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|
2021
Q1 | $666K | Buy |
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|
2020
Q4 | $510K | Buy |
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|
2020
Q3 | $369K | Sell |
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|
2020
Q2 | $779K | Sell |
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|
2020
Q1 | $1.5M | Buy |
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|
2019
Q4 | $1.39M | Buy |
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|
2019
Q3 | $1.35M | Buy |
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