ENCOMPASS WEALTH ADVISORS, LLC JMST Holdings History
ENCOMPASS WEALTH ADVISORS, LLC's JPMorgan Ultra-Short Municipal Income ETF Holding Summary
As of 2025-06-30, ENCOMPASS WEALTH ADVISORS, LLC held 45,879.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $2.34 Mil. This investment constitutes 0.86% of their stock portfolio, and ENCOMPASS WEALTH ADVISORS, LLC now holds 0.06% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.
The initial trade took place in 2021Q2. And since then ENCOMPASS WEALTH ADVISORS, LLC has made 9 purchases of JMST, at an average price of $51.01, for a total of 73,302.00 shares. In addition, there have been 8 sales at an average price of $50.71 for 27,423.00 shares. Based on historical transaction data and JMST's current price of $50.92, ENCOMPASS WEALTH ADVISORS, LLC's estimated gain on his JMST holdings is $-12,589.80, reflecting a -0.34% gain to date.
ENCOMPASS WEALTH ADVISORS, LLC JMST ($50.92) Holding Chart
ENCOMPASS 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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