Number of Shares
163,246.00
Current Holdings Value*
$8.30 Mil
% of Portfolio
4.83%
Total Estimate Gain
$28,698.97
% of Total Estimate Gain
0.31%

Boulder Wealth Advisors, LLC's JPMorgan Ultra-Short Municipal Income ETF Holding Summary

As of 2025-03-31, Boulder Wealth Advisors, LLC held 163,246.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $8.30 Mil. This investment constitutes 4.83% of their stock portfolio, and Boulder Wealth Advisors, LLC now holds 0.23% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.

The initial trade took place in 2022Q4. And since then Boulder Wealth Advisors, LLC has made 4 purchases of JMST, at an average price of $50.74, for a total of 180,021.00 shares. In addition, there have been 1 sales at an average price of $50.79 for 16,775.00 shares. Based on historical transaction data and JMST's current price of $50.92, Boulder Wealth Advisors, LLC's estimated gain on his JMST holdings is $28,698.97, reflecting a 0.31% gain to date.

Boulder Wealth Advisors, LLC JMST ($50.92) Holding Chart

Boulder Wealth Advisors, 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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