Whitegate Investment Counselors’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 | $6.99M | Buy |
137,350
+51,135
| +59% | +$2.6M | 2.37% | 15 |
|
|
2025
Q1 | $4.38M | Buy |
86,215
+2,950
| +4% | +$150K | 1.56% | 18 |
|
|
2024
Q4 | $4.22M | Buy |
83,265
+51,660
| +163% | +$2.62M | 1.45% | 19 |
|
|
2024
Q3 | $1.61M | Buy |
+31,605
| New | +$1.61M | 0.43% | 32 |
|
|
2021
Q4 | – | Sell |
-69,210
| Closed | -$3.54M | – | 135 |
|
|
2021
Q3 | $3.54M | Buy |
69,210
+7,150
| +12% | +$365K | 0.5% | 56 |
|
|
2021
Q2 | $3.17M | Buy |
62,060
+15,800
| +34% | +$807K | 0.45% | 63 |
|
|
2021
Q1 | $2.36M | Buy |
+46,260
| New | +$2.36M | 0.36% | 73 |
|