Number of Shares
9,769.00
Current Holdings Value*
$496,750.00
% of Portfolio
0.43%
Total Estimate Gain
$599.14
% of Total Estimate Gain
0.06%

Shum Financial Group, Inc.'s JPMorgan Ultra-Short Municipal Income ETF Holding Summary

As of 2025-03-31, Shum Financial Group, Inc. held 9,769.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $496,750.00. This investment constitutes 0.43% of their stock portfolio, and Shum Financial Group, Inc. now holds 0.01% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.

The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $50.80 for 8,750.00 shares. Based on historical transaction data and JMST's current price of $50.92, Shum Financial Group, Inc.'s estimated gain on his JMST holdings is $599.14, reflecting a 0.06% gain to date.

Shum Financial Group, Inc. JMST ($50.92) Holding Chart

Shum Financial Group, Inc. 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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