Wealth Enhancement Advisory Services’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 | $39.8M | Buy |
782,821
+479,460
| +158% | +$24.4M | 0.07% | 268 |
|
|
2025
Q1 | $15.4M | Sell |
303,361
-13,456
| -4% | -$684K | 0.03% | 471 |
|
|
2024
Q4 | $16.1M | Buy |
316,817
+215,889
| +214% | +$10.9M | 0.03% | 425 |
|
|
2024
Q3 | $5.14M | Buy |
100,928
+812
| +0.8% | +$41.4K | 0.01% | 711 |
|
|
2024
Q2 | $5.08M | Buy |
100,116
+20,274
| +25% | +$1.03M | 0.01% | 684 |
|
|
2024
Q1 | $4.05M | Sell |
79,842
-27,661
| -26% | -$1.4M | 0.01% | 722 |
|
|
2023
Q4 | $5.45M | Buy |
107,503
+4,193
| +4% | +$213K | 0.02% | 589 |
|
|
2023
Q3 | $5.21M | Buy |
+103,310
| New | +$5.21M | 0.02% | 570 |
|
|
2023
Q2 | – | Sell |
-17,067
| Closed | -$867K | – | 545 |
|
|
2023
Q1 | $867K | Buy |
+17,067
| New | +$867K | 0.01% | 320 |
|
|
2022
Q1 | – | Sell |
-9,000
| Closed | -$457K | – | 319 |
|
|
2021
Q4 | $457K | Hold |
9,000
| – | – | 0.01% | 255 |
|
|
2021
Q3 | $459K | Hold |
9,000
| – | – | 0.01% | 255 |
|
|
2021
Q2 | $460K | Buy |
+9,000
| New | +$460K | 0.01% | 239 |
|