Number of Shares
23,818.00
Current Holdings Value*
$1.21 Mil
% of Portfolio
0.43%
Total Estimate Gain
$2,276.71
% of Total Estimate Gain
0.06%

Evernest Financial Advisors, LLC's JPMorgan Ultra-Short Municipal Income ETF Holding Summary

As of 2025-03-31, Evernest Financial Advisors, LLC held 23,818.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $1.21 Mil. This investment constitutes 0.43% of their stock portfolio, and Evernest Financial Advisors, LLC now holds 0.03% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.

The initial trade took place in 2024Q3. And since then Evernest Financial Advisors, LLC has made 2 purchases of JMST, at an average price of $50.82, for a total of 78,923.00 shares. In addition, there have been 1 sales at an average price of $50.82 for 55,105.00 shares. Based on historical transaction data and JMST's current price of $50.93, Evernest Financial Advisors, LLC's estimated gain on his JMST holdings is $2,276.71, reflecting a 0.06% gain to date.

Evernest Financial Advisors, LLC JMST ($50.93) Holding Chart

Evernest Financial Advisors, LLC JMST ($50.93) 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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