Number of Shares
1.28 Mil
Current Holdings Value*
$65.08 Mil
% of Portfolio
4.54%
Total Estimate Gain
$406,705.37
% of Total Estimate Gain
0.60%

Resonant Capital Advisors, LLC's JPMorgan Ultra-Short Municipal Income ETF Holding Summary

As of 2025-03-31, Resonant Capital Advisors, LLC held 1.28 Mil shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $65.08 Mil. This investment constitutes 4.54% of their stock portfolio, and Resonant Capital Advisors, LLC now holds 1.88% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.

The initial trade took place in 2021Q3. And since then Resonant Capital Advisors, LLC has made 12 purchases of JMST, at an average price of $50.60, for a total of 1.33 Mil shares. In addition, there have been 3 sales at an average price of $50.52 for 48,882.00 shares. Based on historical transaction data and JMST's current price of $50.93, Resonant Capital Advisors, LLC's estimated gain on his JMST holdings is $406,705.37, reflecting a 0.60% gain to date.

Resonant Capital Advisors, LLC JMST ($50.93) Holding Chart

Resonant Capital Advisors, LLC JMST ($50.93) 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 %

Top Ranked Articles

  • 1