Boyce & Associates Wealth Consulting, Inc. JPST Holdings History
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 $50.61, Boyce & Associates Wealth Consulting, Inc.'s estimated gain on his JPST holdings is $70,728.09, reflecting a 0.71% gain to date.
Boyce & Associates Wealth Consulting, Inc. JPST ($50.61) Holding Chart
Boyce & Associates Wealth Consulting, Inc. JPST ($50.61) 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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