Peterson Wealth Advisors, LLC JMST Holdings History
Peterson Wealth Advisors, LLC's JPMorgan Ultra-Short Municipal Income ETF Holding Summary
As of 2025-06-30, Peterson Wealth Advisors, LLC held 28,016.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $1.43 Mil. This investment constitutes 0.24% of their stock portfolio, and Peterson Wealth Advisors, LLC now holds 0.04% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.
The initial trade took place in 2024Q2. And since then Peterson Wealth Advisors, LLC has made 4 purchases of JMST, at an average price of $50.74, for a total of 30,043.00 shares. In addition, there have been 1 sales at an average price of $50.79 for 2,027.00 shares. Based on historical transaction data and JMST's current price of $50.94, Peterson Wealth Advisors, LLC's estimated gain on his JMST holdings is $5,700.01, reflecting a 0.37% gain to date.
Peterson Wealth Advisors, LLC JMST ($50.94) Holding Chart
Peterson Wealth Advisors, 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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