5T Wealth, LLC JPST Holdings History
Number of Shares
54,699.00
Current Holdings Value*
$2.77 Mil
% of Portfolio
1.48%
Total Estimate Gain
$4,983.41
% of Total Estimate Gain
0.18%
5T Wealth, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, 5T Wealth, LLC held 54,699.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $2.77 Mil. This investment constitutes 1.48% of their stock portfolio, and 5T Wealth, LLC now holds 0.01% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2024Q4. And since then 5T Wealth, LLC has made 1 purchases of JPST, at an average price of $50.51, for a total of 54,699.00 shares. Based on historical transaction data and JPST's current price of $50.60, 5T Wealth, LLC's estimated gain on his JPST holdings is $4,983.41, reflecting a 0.18% gain to date.
5T Wealth, LLC JPST ($50.60) Holding Chart
5T Wealth, LLC JPST ($50.60) 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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