Elmwood Wealth Management, Inc. JMST Holdings History
Elmwood Wealth Management, Inc.'s JPMorgan Ultra-Short Municipal Income ETF Holding Summary
As of 2025-03-31, Elmwood Wealth Management, Inc. held 122,330.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $6.22 Mil. This investment constitutes 2.55% of their stock portfolio, and Elmwood Wealth Management, Inc. now holds 0.18% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.
The initial trade took place in 2021Q2. And since then Elmwood Wealth Management, Inc. has made 12 purchases of JMST, at an average price of $50.78, for a total of 168,775.00 shares. In addition, there have been 3 sales at an average price of $50.64 for 46,445.00 shares. Based on historical transaction data and JMST's current price of $50.94, Elmwood Wealth Management, Inc.'s estimated gain on his JMST holdings is $12,475.71, reflecting a 0.15% gain to date.
Elmwood Wealth Management, Inc. JMST ($50.94) Holding Chart
Elmwood Wealth Management, Inc. 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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