Advisor OS, LLC JMST Holdings History
Advisor OS, LLC's JPMorgan Ultra-Short Municipal Income ETF Holding Summary
As of 2025-03-31, Advisor OS, LLC held 372,499.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $18.94 Mil. This investment constitutes 2.16% of their stock portfolio, and Advisor OS, LLC now holds 0.53% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.
The initial trade took place in 2022Q1. And since then Advisor OS, LLC has made 10 purchases of JMST, at an average price of $50.59, for a total of 400,594.00 shares. In addition, there have been 3 sales at an average price of $50.72 for 28,095.00 shares. Based on historical transaction data and JMST's current price of $50.91, Advisor OS, LLC's estimated gain on his JMST holdings is $122,845.27, reflecting a 0.61% gain to date.
Advisor OS, LLC JMST ($50.91) Holding Chart
Advisor OS, LLC JMST ($50.91) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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