WealthCare Investment Partners’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 | $442K | Sell |
8,698
-878
| -9% | -$44.6K | 0.16% | 113 |
|
|
2025
Q1 | $485K | Sell |
9,576
-1,739
| -15% | -$88.1K | 0.21% | 91 |
|
|
2024
Q4 | $574K | Sell |
11,315
-4,171
| -27% | -$212K | 0.25% | 83 |
|
|
2024
Q3 | $787K | Buy |
15,486
+317
| +2% | +$16.1K | 0.34% | 68 |
|
|
2024
Q2 | $770K | Buy |
15,169
+3,490
| +30% | +$177K | 0.36% | 70 |
|
|
2024
Q1 | $593K | Buy |
11,679
+6,266
| +116% | +$318K | 0.29% | 71 |
|
|
2023
Q4 | $275K | Sell |
5,413
-16
| -0.3% | -$812 | 0.15% | 103 |
|
|
2023
Q3 | $273K | Sell |
5,429
-1,428
| -21% | -$71.8K | 0.17% | 93 |
|
|
2023
Q2 | $346K | Sell |
6,857
-49,294
| -88% | -$2.49M | 0.21% | 83 |
|
|
2023
Q1 | $2.85M | Buy |
56,151
+880
| +2% | +$44.7K | 1.73% | 14 |
|
|
2022
Q4 | $2.79M | Buy |
55,271
+22,168
| +67% | +$1.12M | 1.9% | 13 |
|
|
2022
Q3 | $1.67M | Sell |
33,103
-497
| -1% | -$25K | 1.38% | 17 |
|
|
2022
Q2 | $1.7M | Buy |
+33,600
| New | +$1.7M | 1.46% | 15 |
|