Beacon Financial Advisory LLC JPST Holdings History
Beacon Financial Advisory LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-06-30, Beacon Financial Advisory LLC held 99,354.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $5.04 Mil. This investment constitutes 1.3% of their stock portfolio, and Beacon Financial Advisory LLC now holds 0.02% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2019Q4. And since then Beacon Financial Advisory LLC has made 15 purchases of JPST, at an average price of $50.50, for a total of 182,649.00 shares. In addition, there have been 7 sales at an average price of $49.96 for 83,295.00 shares. Based on historical transaction data and JPST's current price of $50.62, Beacon Financial Advisory LLC's estimated gain on his JPST holdings is $-33,857.90, reflecting a -0.37% gain to date.
Beacon Financial Advisory LLC JPST ($50.62) Holding Chart
Beacon Financial Advisory LLC JPST ($50.62) 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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