Number of Shares
129,514.00
Current Holdings Value*
$6.59 Mil
% of Portfolio
0.78%
Total Estimate Gain
$43,240.41
% of Total Estimate Gain
0.40%

Cooper Financial Group's JPMorgan Ultra-Short Municipal Income ETF Holding Summary

As of 2025-06-30, Cooper Financial Group held 129,514.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $6.59 Mil. This investment constitutes 0.78% of their stock portfolio, and Cooper Financial Group now holds 0.16% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.

The initial trade took place in 2021Q3. And since then Cooper Financial Group has made 9 purchases of JMST, at an average price of $50.65, for a total of 212,836.00 shares. In addition, there have been 7 sales at an average price of $50.72 for 83,322.00 shares. Based on historical transaction data and JMST's current price of $50.94, Cooper Financial Group's estimated gain on his JMST holdings is $43,240.41, reflecting a 0.40% gain to date.

Cooper Financial Group JMST ($50.94) Holding Chart

Cooper Financial Group JMST ($50.94) 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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