Number of Shares
66,275.00
Current Holdings Value*
$3.37 Mil
% of Portfolio
1.21%
Total Estimate Gain
$2,955.53
% of Total Estimate Gain
0.09%

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

As of 2025-03-31, Sterling Financial Group, Inc. held 66,275.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $3.37 Mil. This investment constitutes 1.21% of their stock portfolio, and Sterling Financial Group, Inc. now holds 0.1% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.

The initial trade took place in 2024Q4. And since then Sterling Financial Group, Inc. has made 2 purchases of JMST, at an average price of $50.82, for a total of 66,275.00 shares. Based on historical transaction data and JMST's current price of $50.86, Sterling Financial Group, Inc.'s estimated gain on his JMST holdings is $2,955.53, reflecting a 0.09% gain to date.

Sterling Financial Group, Inc. JMST ($50.86) Holding Chart

Sterling Financial Group, Inc. JMST ($50.86) 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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