Beacon Pointe Wealth Advisors, LLC JPST Holdings History
Beacon Pointe Wealth Advisors, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2019-12-31, Beacon Pointe Wealth Advisors, LLC held 422,121.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $21.29 Mil. This investment constitutes 4.03% of their stock portfolio, and Beacon Pointe Wealth Advisors, LLC now holds 0.11% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2019Q1. And since then Beacon Pointe Wealth Advisors, LLC has made 3 purchases of JPST, at an average price of $50.27, for a total of 469,148.00 shares. In addition, there have been 1 sales at an average price of $50.46 for 47,027.00 shares. Based on historical transaction data and JPST's current price of $50.60, Beacon Pointe Wealth Advisors, LLC's estimated gain on his JPST holdings is $147,485.97, reflecting a 0.63% gain to date.
Beacon Pointe Wealth Advisors, LLC JPST ($50.60) Holding Chart
Beacon Pointe Wealth Advisors, 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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