Capital Investment Advisory Services, LLC JPST Holdings History
Capital Investment Advisory Services, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Capital Investment Advisory Services, LLC held 412,543.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $20.89 Mil. This investment constitutes 1.87% of their stock portfolio, and Capital Investment Advisory Services, LLC now holds 0.07% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2018Q4. And since then Capital Investment Advisory Services, LLC has made 11 purchases of JPST, at an average price of $50.54, for a total of 2.07 Mil shares. In addition, there have been 10 sales at an average price of $50.08 for 1.66 Mil shares. Based on historical transaction data and JPST's current price of $50.62, Capital Investment Advisory Services, LLC's estimated gain on his JPST holdings is $-729,487.05, reflecting a -0.70% gain to date.
Capital Investment Advisory Services, LLC JPST ($50.62) Holding Chart
Capital Investment Advisory Services, 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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