CCG WEALTH MANAGEMENT, LLC JMST Holdings History
Number of Shares
50,317.00
Current Holdings Value*
$2.56 Mil
% of Portfolio
1.53%
Total Estimate Gain
$4,641.49
% of Total Estimate Gain
0.18%
CCG WEALTH MANAGEMENT, LLC's JPMorgan Ultra-Short Municipal Income ETF Holding Summary
As of 2025-03-31, CCG WEALTH MANAGEMENT, LLC held 50,317.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $2.56 Mil. This investment constitutes 1.53% of their stock portfolio, and CCG WEALTH MANAGEMENT, LLC now holds 0.07% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.
The initial trade took place in 2024Q3. And since then CCG WEALTH MANAGEMENT, LLC has made 3 purchases of JMST, at an average price of $50.82, for a total of 50,317.00 shares. Based on historical transaction data and JMST's current price of $50.92, CCG WEALTH MANAGEMENT, LLC's estimated gain on his JMST holdings is $4,641.49, reflecting a 0.18% gain to date.
CCG WEALTH MANAGEMENT, LLC JMST ($50.92) Holding Chart
CCG 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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