Capital Advisors Wealth Management, LLC JPST Holdings History
Capital Advisors Wealth Management, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Capital Advisors Wealth Management, LLC held 337,158.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $17.07 Mil. This investment constitutes 3.02% of their stock portfolio, and Capital Advisors Wealth Management, LLC now holds 0.06% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2022Q1. And since then Capital Advisors Wealth Management, LLC has made 10 purchases of JPST, at an average price of $50.21, for a total of 529,002.00 shares. In addition, there have been 3 sales at an average price of $50.03 for 191,844.00 shares. Based on historical transaction data and JPST's current price of $50.61, Capital Advisors Wealth Management, LLC's estimated gain on his JPST holdings is $102,545.70, reflecting a 0.39% gain to date.
Capital Advisors Wealth Management, LLC JPST ($50.61) Holding Chart
Capital Advisors Wealth Management, LLC 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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