Walkner Condon Financial Advisors’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 | $847K | Buy |
16,634
+744
| +5% | +$37.9K | 0.16% | 108 |
|
|
2025
Q1 | $808K | Buy |
15,890
+1,530
| +11% | +$77.8K | 0.16% | 104 |
|
|
2024
Q4 | $728K | Sell |
14,360
-1,044
| -7% | -$52.9K | 0.15% | 115 |
|
|
2024
Q3 | $785K | Sell |
15,404
-2,865
| -16% | -$146K | 0.16% | 110 |
|
|
2024
Q2 | $927K | Buy |
18,269
+1,974
| +12% | +$100K | 0.2% | 99 |
|
|
2024
Q1 | $827K | Sell |
16,295
-2,897
| -15% | -$147K | 0.18% | 108 |
|
|
2023
Q4 | $974K | Sell |
19,192
-29,437
| -61% | -$1.49M | 0.22% | 96 |
|
|
2023
Q3 | $2.45M | Buy |
48,629
+11,094
| +30% | +$560K | 0.65% | 38 |
|
|
2023
Q2 | $1.9M | Buy |
37,535
+1,085
| +3% | +$55K | 0.5% | 48 |
|
|
2023
Q1 | $1.85M | Buy |
36,450
+5,504
| +18% | +$280K | 0.52% | 43 |
|
|
2022
Q4 | $1.56M | Buy |
+30,946
| New | +$1.56M | 0.47% | 51 |
|