Number of Shares
299,420.00
Current Holdings Value*
$15.25 Mil
% of Portfolio
14.61%
Total Estimate Gain
$46,747.24
% of Total Estimate Gain
0.31%

MY Wealth Management Inc.'s JPMorgan Ultra-Short Municipal Income ETF Holding Summary

As of 2025-06-30, MY Wealth Management Inc. held 299,420.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $15.25 Mil. This investment constitutes 14.61% of their stock portfolio, and MY Wealth Management Inc. now holds 0.37% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.

The initial trade took place in 2025Q1. And since then MY Wealth Management Inc. has made 2 purchases of JMST, at an average price of $50.76, for a total of 299,420.00 shares. Based on historical transaction data and JMST's current price of $50.92, MY Wealth Management Inc.'s estimated gain on his JMST holdings is $46,747.24, reflecting a 0.31% gain to date.

MY Wealth Management Inc. JMST ($50.92) Holding Chart

MY Wealth Management Inc. 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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