Apex Wealth Management, LLC JMST Holdings History
Apex Wealth Management, LLC's JPMorgan Ultra-Short Municipal Income ETF Holding Summary
As of 2025-03-31, Apex Wealth Management, LLC held 130,144.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $6.62 Mil. This investment constitutes 5.95% of their stock portfolio, and Apex Wealth Management, LLC now holds 0.18% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.
The initial trade took place in 2024Q4. And since then Apex Wealth Management, LLC has made 1 purchases of JMST, at an average price of $50.81, for a total of 130,144.00 shares. Based on historical transaction data and JMST's current price of $50.92, Apex Wealth Management, LLC's estimated gain on his JMST holdings is $14,041.34, reflecting a 0.21% gain to date.
Apex Wealth Management, LLC JMST ($50.92) Holding Chart
Apex Wealth Management, LLC JMST ($50.92) 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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