Number of Shares
595,459.00
Current Holdings Value*
$30.28 Mil
% of Portfolio
6.81%
Total Estimate Gain
$71,659.36
% of Total Estimate Gain
0.24%

FSM Wealth Advisors, LLC's JPMorgan Ultra-Short Municipal Income ETF Holding Summary

As of 2025-03-31, FSM Wealth Advisors, LLC held 595,459.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $30.28 Mil. This investment constitutes 6.81% of their stock portfolio, and FSM Wealth Advisors, LLC now holds 0.87% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.

The initial trade took place in 2022Q2. And since then FSM Wealth Advisors, LLC has made 11 purchases of JMST, at an average price of $50.79, for a total of 595,459.00 shares. Based on historical transaction data and JMST's current price of $50.91, FSM Wealth Advisors, LLC's estimated gain on his JMST holdings is $71,659.36, reflecting a 0.24% gain to date.

FSM Wealth Advisors, LLC JMST ($50.91) Holding Chart

FSM Wealth Advisors, LLC JMST ($50.91) 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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