WealthBridge Capital 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 | $1.49M | Buy |
29,328
+7,676
| +35% | +$391K | 0.38% | 57 |
|
|
2025
Q1 | $1.1M | Buy |
21,652
+2,366
| +12% | +$120K | 0.31% | 63 |
|
|
2024
Q4 | $978K | Buy |
19,286
+2,470
| +15% | +$125K | 0.27% | 70 |
|
|
2024
Q3 | $857K | Buy |
16,816
+7,015
| +72% | +$357K | 0.24% | 75 |
|
|
2024
Q2 | $497K | Buy |
9,801
+66
| +0.7% | +$3.35K | 0.16% | 99 |
|
|
2024
Q1 | $494K | Sell |
9,735
-515
| -5% | -$26.1K | 0.17% | 98 |
|
|
2023
Q4 | $520K | Sell |
10,250
-697
| -6% | -$35.4K | 0.19% | 87 |
|
|
2023
Q3 | $552K | Sell |
10,947
-2,130
| -16% | -$107K | 0.23% | 83 |
|
|
2023
Q2 | $662K | Sell |
13,077
-55
| -0.4% | -$2.79K | 0.26% | 71 |
|
|
2023
Q1 | $667K | Buy |
13,132
+95
| +0.7% | +$4.83K | 0.27% | 76 |
|
|
2022
Q4 | $659K | Sell |
13,037
-198
| -1% | -$10K | 0.28% | 73 |
|
|
2022
Q3 | $670K | Hold |
13,235
| – | – | 0.29% | 76 |
|
|
2022
Q2 | $670K | Buy |
13,235
+8,363
| +172% | +$423K | 0.29% | 76 |
|
|
2022
Q1 | $247K | Buy |
+4,872
| New | +$247K | 0.09% | 160 |
|