Transform Wealth, LLC JMST Holdings History
Transform Wealth, LLC's JPMorgan Ultra-Short Municipal Income ETF Holding Summary
As of 2025-03-31, Transform Wealth, LLC held 108,104.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $5.50 Mil. This investment constitutes 0.33% of their stock portfolio, and Transform Wealth, LLC now holds 0.16% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.
The initial trade took place in 2021Q3. And since then Transform Wealth, LLC has made 8 purchases of JMST, at an average price of $50.89, for a total of 783,966.00 shares. In addition, there have been 7 sales at an average price of $50.65 for 675,862.00 shares. Based on historical transaction data and JMST's current price of $50.92, Transform Wealth, LLC's estimated gain on his JMST holdings is $-159,463.92, reflecting a -0.40% gain to date.
Transform Wealth, LLC JMST ($50.92) Holding Chart
Transform Wealth, LLC 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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