YIA
YHB Investment Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Sell |
99,875
-5,067
| -5% | -$258K | 0.39% | 69 |
|
|
2025
Q1 | $5.34M | Buy |
104,942
+17,404
| +20% | +$885K | 0.45% | 60 |
|
|
2024
Q4 | $4.44M | Buy |
87,538
+24,496
| +39% | +$1.24M | 0.36% | 71 |
|
|
2024
Q3 | $3.21M | Buy |
63,042
+15,206
| +32% | +$775K | 0.27% | 89 |
|
|
2024
Q2 | $2.43M | Buy |
47,836
+5,640
| +13% | +$286K | 0.21% | 101 |
|
|
2024
Q1 | $2.14M | Buy |
42,196
+206
| +0.5% | +$10.5K | 0.19% | 111 |
|
|
2023
Q4 | $2.13M | Sell |
41,990
-17,926
| -30% | -$910K | 0.21% | 105 |
|
|
2023
Q3 | $3.02M | Sell |
59,916
-9,705
| -14% | -$490K | 0.28% | 91 |
|
|
2023
Q2 | $3.53M | Buy |
69,621
+4,076
| +6% | +$206K | 0.33% | 83 |
|
|
2023
Q1 | $3.33M | Sell |
65,545
-5,667
| -8% | -$288K | 0.33% | 82 |
|
|
2022
Q4 | $3.6M | Sell |
71,212
-10,853
| -13% | -$548K | 0.38% | 73 |
|
|
2022
Q3 | $4.13M | Sell |
82,065
-13,918
| -15% | -$700K | 0.46% | 62 |
|
|
2022
Q2 | $4.86M | Buy |
95,983
+15,883
| +20% | +$805K | 0.51% | 58 |
|
|
2022
Q1 | $4.06M | Buy |
80,100
+26,910
| +51% | +$1.36M | 0.36% | 75 |
|
|
2021
Q4 | $2.72M | Buy |
53,190
+12,780
| +32% | +$653K | 0.22% | 106 |
|
|
2021
Q3 | $2.06M | Buy |
40,410
+4,035
| +11% | +$206K | 0.18% | 118 |
|
|
2021
Q2 | $1.86M | Sell |
36,375
-7,205
| -17% | -$368K | 0.16% | 127 |
|
|
2021
Q1 | $2.23M | Buy |
43,580
+10,125
| +30% | +$517K | 0.19% | 114 |
|
|
2020
Q4 | $1.71M | Buy |
33,455
+4,745
| +17% | +$242K | 0.16% | 125 |
|
|
2020
Q3 | $1.46M | Buy |
+28,710
| New | +$1.46M | 0.16% | 122 |
|