Principle Wealth Partners LLC JMST Holdings History
Principle Wealth Partners LLC's JPMorgan Ultra-Short Municipal Income ETF Holding Summary
As of 2025-03-31, Principle Wealth Partners LLC held 234,414.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $11.92 Mil. This investment constitutes 0.85% of their stock portfolio, and Principle Wealth Partners LLC now holds 0.33% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.
The initial trade took place in 2021Q2. And since then Principle Wealth Partners LLC has made 3 purchases of JMST, at an average price of $50.64, for a total of 435,403.00 shares. In addition, there have been 11 sales at an average price of $50.69 for 200,989.00 shares. Based on historical transaction data and JMST's current price of $50.92, Principle Wealth Partners LLC's estimated gain on his JMST holdings is $73,116.46, reflecting a 0.33% gain to date.
Principle Wealth Partners LLC JMST ($50.92) Holding Chart
Principle Wealth Partners 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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