AllSquare Wealth Management LLC JPST Holdings History
AllSquare Wealth Management LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, AllSquare Wealth Management LLC held 48,700.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $2.47 Mil. This investment constitutes 1.46% of their stock portfolio, and AllSquare Wealth Management LLC now holds 0.01% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2018Q4. And since then AllSquare Wealth Management LLC has made 14 purchases of JPST, at an average price of $50.31, for a total of 76,575.00 shares. In addition, there have been 9 sales at an average price of $50.38 for 27,875.00 shares. Based on historical transaction data and JPST's current price of $50.60, AllSquare Wealth Management LLC's estimated gain on his JPST holdings is $15,850.81, reflecting a 0.41% gain to date.
AllSquare Wealth Management LLC JPST ($50.60) Holding Chart
AllSquare Wealth Management 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
