Number of Shares
218,071.00
Current Holdings Value*
$11.09 Mil
% of Portfolio
5.06%
Total Estimate Gain
$84,689.12
% of Total Estimate Gain
0.28%

Boothe Investment Group, Inc.'s JPMorgan Ultra-Short Municipal Income ETF Holding Summary

As of 2025-03-31, Boothe Investment Group, Inc. held 218,071.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $11.09 Mil. This investment constitutes 5.06% of their stock portfolio, and Boothe Investment Group, Inc. now holds 0.32% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.

The initial trade took place in 2023Q1. And since then Boothe Investment Group, Inc. has made 5 purchases of JMST, at an average price of $50.55, for a total of 599,381.00 shares. In addition, there have been 4 sales at an average price of $50.60 for 381,310.00 shares. Based on historical transaction data and JMST's current price of $50.85, Boothe Investment Group, Inc.'s estimated gain on his JMST holdings is $84,689.12, reflecting a 0.28% gain to date.

Boothe Investment Group, Inc. JMST ($50.85) Holding Chart

Boothe Investment Group, Inc. JMST ($50.85) 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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