Number of Shares
35,706.00
Current Holdings Value*
$1.82 Mil
% of Portfolio
2.02%
Total Estimate Gain
$8,207.90
% of Total Estimate Gain
0.45%

Red Mountain Financial, LLC's JPMorgan Ultra-Short Municipal Income ETF Holding Summary

As of 2025-06-30, Red Mountain Financial, LLC held 35,706.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $1.82 Mil. This investment constitutes 2.02% of their stock portfolio, and Red Mountain Financial, 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 Red Mountain Financial, LLC has made 5 purchases of JMST, at an average price of $50.71, for a total of 35,706.00 shares. Based on historical transaction data and JMST's current price of $50.94, Red Mountain Financial, LLC's estimated gain on his JMST holdings is $8,207.90, reflecting a 0.45% gain to date.

Red Mountain Financial, LLC JMST ($50.94) Holding Chart

Red Mountain Financial, 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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