Atlas Private Wealth Management, LLC JMST Holdings History
Atlas Private Wealth Management, LLC's JPMorgan Ultra-Short Municipal Income ETF Holding Summary
As of 2024-03-31, Atlas Private Wealth Management, LLC held 168,211.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $8.54 Mil. This investment constitutes 3.59% of their stock portfolio, and Atlas Private Wealth Management, LLC now holds -% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.
The initial trade took place in 2023Q4. And since then Atlas Private Wealth Management, LLC has made 2 purchases of JMST, at an average price of $50.57, for a total of 168,211.00 shares. Based on historical transaction data and JMST's current price of $50.91, Atlas Private Wealth Management, LLC's estimated gain on his JMST holdings is $57,828.35, reflecting a 0.68% gain to date.
Atlas Private Wealth Management, LLC JMST ($50.91) Holding Chart
Atlas Private Wealth Management, 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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