Perigon Wealth Management, LLC JMST Holdings History
Perigon Wealth Management, LLC's JPMorgan Ultra-Short Municipal Income ETF Holding Summary
As of 2025-06-30, Perigon Wealth Management, LLC held 74,582.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $3.80 Mil. This investment constitutes 0.09% of their stock portfolio, and Perigon Wealth Management, LLC now holds 0.09% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.
The initial trade took place in 2021Q3. And since then Perigon Wealth Management, LLC has made 11 purchases of JMST, at an average price of $50.65, for a total of 262,511.00 shares. In addition, there have been 4 sales at an average price of $50.71 for 187,929.00 shares. Based on historical transaction data and JMST's current price of $50.94, Perigon Wealth Management, LLC's estimated gain on his JMST holdings is $32,250.89, reflecting a 0.24% gain to date.
Perigon Wealth Management, LLC JMST ($50.94) Holding Chart
Perigon Wealth Management, LLC JMST ($50.94) 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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