Number of Shares
524,373.00
Current Holdings Value*
$26.69 Mil
% of Portfolio
14.63%
Total Estimate Gain
$55,672.92
% of Total Estimate Gain
0.21%

Global Wealth Management, LLC's JPMorgan Ultra-Short Municipal Income ETF Holding Summary

As of 2025-06-30, Global Wealth Management, LLC held 524,373.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $26.69 Mil. This investment constitutes 14.63% of their stock portfolio, and Global Wealth Management, LLC now holds 0.65% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.

The initial trade took place in 2024Q3. And since then Global Wealth Management, LLC has made 3 purchases of JMST, at an average price of $50.82, for a total of 524,373.00 shares. Based on historical transaction data and JMST's current price of $50.93, Global Wealth Management, LLC's estimated gain on his JMST holdings is $55,672.92, reflecting a 0.21% gain to date.

Global Wealth Management, LLC JMST ($50.93) Holding Chart

Global Wealth Management, 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 %

Top Ranked Articles

  • 1