Valmark Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.31M | Buy |
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|
2025
Q2 | $1.31M | Buy |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $986K | Buy |
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|
2024
Q3 | $502K | Sell |
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|
2024
Q2 | $503K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $276K | Sell |
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|
2023
Q2 | $324K | Hold |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $371K | Sell |
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|
2022
Q3 | $976K | Buy |
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|
2022
Q2 | $983K | Sell |
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|
2022
Q1 | $2.79M | Buy |
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|
2021
Q4 | $2.51M | Buy |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $204K | Hold |
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|
2021
Q1 | $204K | Buy |
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