Levy Wealth Management Group, LLC JMST Holdings History
Levy Wealth Management Group, LLC's JPMorgan Ultra-Short Municipal Income ETF Holding Summary
As of 2024-06-30, Levy Wealth Management Group, LLC held 132,112.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $6.70 Mil. This investment constitutes 1.72% of their stock portfolio, and Levy Wealth Management Group, LLC now holds -% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.
The initial trade took place in 2021Q2. And since then Levy Wealth Management Group, LLC has made 6 purchases of JMST, at an average price of $50.71, for a total of 202,615.00 shares. In addition, there have been 6 sales at an average price of $50.55 for 70,503.00 shares. Based on historical transaction data and JMST's current price of $50.92, Levy Wealth Management Group, LLC's estimated gain on his JMST holdings is $15,600.13, reflecting a 0.15% gain to date.
Levy Wealth Management Group, LLC JMST ($50.92) Holding Chart
Levy Wealth Management Group, LLC JMST ($50.92) 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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