WEATHERLY ASSET MANAGEMENT L. P. JMST Holdings History
WEATHERLY ASSET MANAGEMENT L. P.'s JPMorgan Ultra-Short Municipal Income ETF Holding Summary
As of 2025-03-31, WEATHERLY ASSET MANAGEMENT L. P. held 606,737.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $30.85 Mil. This investment constitutes 2.77% of their stock portfolio, and WEATHERLY ASSET MANAGEMENT L. P. now holds 0.86% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.
The initial trade took place in 2021Q2. And since then WEATHERLY ASSET MANAGEMENT L. P. has made 10 purchases of JMST, at an average price of $50.90, for a total of 685,860.00 shares. In addition, there have been 6 sales at an average price of $50.56 for 79,123.00 shares. Based on historical transaction data and JMST's current price of $50.80, WEATHERLY ASSET MANAGEMENT L. P.'s estimated gain on his JMST holdings is $-85,220.03, reflecting a -0.24% gain to date.
WEATHERLY ASSET MANAGEMENT L. P. JMST ($50.80) Holding Chart
WEATHERLY ASSET MANAGEMENT L. P. JMST ($50.80) 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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