Shum Financial Group, Inc. JMST Holdings History
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 % |
Top Ranked Articles
- 1