Number of Shares
176,098.00
Current Holdings Value*
$8.93 Mil
% of Portfolio
2.32%
Total Estimate Gain
$38,311.54
% of Total Estimate Gain
0.31%

Rosenberg Matthew Hamilton's JPMorgan Ultra-Short Municipal Income ETF Holding Summary

As of 2024-12-31, Rosenberg Matthew Hamilton held 176,098.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $8.93 Mil. This investment constitutes 2.32% of their stock portfolio, and Rosenberg Matthew Hamilton now holds 0.28% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.

The initial trade took place in 2021Q4. And since then Rosenberg Matthew Hamilton has made 6 purchases of JMST, at an average price of $50.56, for a total of 243,455.00 shares. In addition, there have been 6 sales at an average price of $50.62 for 67,357.00 shares. Based on historical transaction data and JMST's current price of $50.75, Rosenberg Matthew Hamilton's estimated gain on his JMST holdings is $38,311.54, reflecting a 0.31% gain to date.

Rosenberg Matthew Hamilton JMST ($50.75) Holding Chart

Rosenberg Matthew Hamilton JMST ($50.75) 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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