Vista Investment 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 | $800K | Buy |
15,708
+2,500
| +19% | +$127K | 0.3% | 98 |
|
|
2025
Q1 | $672K | Buy |
13,208
+750
| +6% | +$38.1K | 0.26% | 102 |
|
|
2024
Q4 | $632K | Sell |
12,458
-2,650
| -18% | -$134K | 0.24% | 107 |
|
|
2024
Q3 | $770K | Buy |
15,108
+1,508
| +11% | +$76.8K | 0.29% | 98 |
|
|
2024
Q2 | $690K | Hold |
13,600
| – | – | 0.28% | 99 |
|
|
2024
Q1 | $690K | Hold |
13,600
| – | – | 0.28% | 102 |
|
|
2023
Q4 | $690K | Sell |
13,600
-1,400
| -9% | -$71K | 0.32% | 99 |
|
|
2023
Q3 | $757K | Hold |
15,000
| – | – | 0.4% | 80 |
|
|
2023
Q2 | $760K | Buy |
15,000
+1,000
| +7% | +$50.7K | 0.38% | 83 |
|
|
2023
Q1 | $711K | Sell |
14,000
-4,408
| -24% | -$224K | 0.38% | 85 |
|
|
2022
Q4 | $930K | Sell |
18,408
-1,200
| -6% | -$60.6K | 0.53% | 66 |
|
|
2022
Q3 | $986K | Buy |
19,608
+2,277
| +13% | +$115K | 0.61% | 57 |
|
|
2022
Q2 | $878K | Buy |
17,331
+7,799
| +82% | +$395K | 0.53% | 65 |
|
|
2022
Q1 | $483K | Buy |
9,532
+2,825
| +42% | +$143K | 0.26% | 104 |
|
|
2021
Q4 | $342K | Buy |
+6,707
| New | +$342K | 0.19% | 125 |
|