Evergreen Wealth Solutions, LLC JMST Holdings History
Evergreen Wealth Solutions, LLC's JPMorgan Ultra-Short Municipal Income ETF Holding Summary
As of 2025-03-31, Evergreen Wealth Solutions, LLC held 84,068.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $4.27 Mil. This investment constitutes 2.88% of their stock portfolio, and Evergreen Wealth Solutions, LLC now holds 0.12% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.
The initial trade took place in 2022Q2. And since then Evergreen Wealth Solutions, LLC has made 6 purchases of JMST, at an average price of $50.64, for a total of 147,358.00 shares. In addition, there have been 6 sales at an average price of $50.51 for 63,290.00 shares. Based on historical transaction data and JMST's current price of $50.89, Evergreen Wealth Solutions, LLC's estimated gain on his JMST holdings is $13,572.54, reflecting a 0.18% gain to date.
Evergreen Wealth Solutions, LLC JMST ($50.89) Holding Chart
Evergreen Wealth Solutions, LLC JMST ($50.89) 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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