Number of Shares
117,779.00
Current Holdings Value*
$5.97 Mil
% of Portfolio
5.45%
Total Estimate Gain
$71,905.88
% of Total Estimate Gain
0.72%

Boyce & Associates Wealth Consulting, Inc.'s JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-06-30, Boyce & Associates Wealth Consulting, Inc. held 117,779.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $5.97 Mil. This investment constitutes 5.45% of their stock portfolio, and Boyce & Associates Wealth Consulting, Inc. now holds 0.02% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2022Q3. And since then Boyce & Associates Wealth Consulting, Inc. has made 8 purchases of JPST, at an average price of $50.09, for a total of 199,687.00 shares. In addition, there have been 6 sales at an average price of $50.20 for 81,908.00 shares. Based on historical transaction data and JPST's current price of $50.62, Boyce & Associates Wealth Consulting, Inc.'s estimated gain on his JPST holdings is $71,905.88, reflecting a 0.72% gain to date.

Boyce & Associates Wealth Consulting, Inc. JPST ($50.62) Holding Chart

Boyce & Associates Wealth Consulting, Inc. 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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