Number of Shares
88,203.00
Current Holdings Value*
$4.49 Mil
% of Portfolio
1.7%
Total Estimate Gain
$7,275.69
% of Total Estimate Gain
0.13%

StrongBox Wealth, LLC's JPMorgan Ultra-Short Municipal Income ETF Holding Summary

As of 2025-06-30, StrongBox Wealth, LLC held 88,203.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $4.49 Mil. This investment constitutes 1.7% of their stock portfolio, and StrongBox Wealth, LLC now holds 0.11% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.

The initial trade took place in 2021Q2. And since then StrongBox Wealth, LLC has made 13 purchases of JMST, at an average price of $50.79, for a total of 106,653.00 shares. In addition, there have been 4 sales at an average price of $50.65 for 18,450.00 shares. Based on historical transaction data and JMST's current price of $50.91, StrongBox Wealth, LLC's estimated gain on his JMST holdings is $7,275.69, reflecting a 0.13% gain to date.

StrongBox Wealth, LLC JMST ($50.91) Holding Chart

StrongBox Wealth, LLC JMST ($50.91) 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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