Clarfeld Financial Advisors, LLC JPST Holdings History
Number of Shares
89,829.00
Current Holdings Value*
$4.51 Mil
% of Portfolio
3.84%
Total Estimate Gain
$40,423.05
% of Total Estimate Gain
0.90%
Clarfeld Financial Advisors, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2018-12-31, Clarfeld Financial Advisors, LLC held 89,829.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $4.51 Mil. This investment constitutes 3.84% of their stock portfolio, and Clarfeld Financial Advisors, LLC now holds 0.02% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2018Q4. Based on historical transaction data and JPST's current price of $50.61, Clarfeld Financial Advisors, LLC's estimated gain on his JPST holdings is $40,423.05, reflecting a 0.90% gain to date.
Clarfeld Financial Advisors, LLC JPST ($50.61) Holding Chart
Clarfeld Financial Advisors, 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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