J P MORGAN EXCHANGE TRADED F

Ticker: JMST CUSIP: 46641Q654 Class: ULTRA SHT MUNCPL

PDS Planning, Inc's Holding History (CIK: 0000838618)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 102,658 Value ($000) $5,229 Avg Close Range
Q3 2025
Shares 104,066 Value ($000) $5,312 Avg Close Range
Q2 2025
Shares 109,326 Value ($000) $5,567 Avg Close Range
Q1 2025
Shares 110,976 Value ($000) $5,643 Avg Close Range
Q4 2024
Shares 104,056 Value ($000) $5,277 Avg Close Range
Q3 2024
Shares 107,470 Value ($000) $5,475 Avg Close Range
Q2 2024
Shares 131,873 Value ($000) $6,692 Avg Close Range
Q1 2024
Shares 143,193 Value ($000) $7,266 Avg Close Range
Q4 2023
Shares 148,215 Value ($000) $7,520 Avg Close Range
Q3 2023
Shares 105,083 Value ($000) $5,301 Avg Close Range
Q2 2023
Shares 106,210 Value ($000) $5,380 Avg Close Range
Q1 2023
Shares 119,084 Value ($000) $6,048 Avg Close Range
Q4 2022
Shares 120,514 Value ($000) $6,090 Avg Close Range
Q3 2022
Shares 146,292 Value ($000) $7,358 Avg Close Range
Q2 2022
Shares 143,918 Value ($000) $7,289 Avg Close Range
Q1 2022
Shares 67,237 Value ($000) $3,405 Avg Close Range