Alpha Omega Wealth Management LLC JPST Holdings History
Alpha Omega Wealth Management LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Alpha Omega Wealth Management LLC held 743,461.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $37.64 Mil. This investment constitutes 7.19% of their stock portfolio, and Alpha Omega Wealth Management LLC now holds 0.13% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2018Q4. And since then Alpha Omega Wealth Management LLC has made 19 purchases of JPST, at an average price of $50.56, for a total of 978,139.00 shares. In addition, there have been 7 sales at an average price of $49.97 for 234,678.00 shares. Based on historical transaction data and JPST's current price of $50.64, Alpha Omega Wealth Management LLC's estimated gain on his JPST holdings is $-75,737.60, reflecting a -0.15% gain to date.
Alpha Omega Wealth Management LLC JPST ($50.64) Holding Chart
Alpha Omega Wealth Management LLC JPST ($50.64) 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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