Number of Shares
62,693.00
Current Holdings Value*
$3.17 Mil
% of Portfolio
2.85%
Total Estimate Gain
$4,930.76
% of Total Estimate Gain
0.15%

Clear Point Advisors Inc.'s JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, Clear Point Advisors Inc. held 62,693.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $3.17 Mil. This investment constitutes 2.85% of their stock portfolio, and Clear Point Advisors Inc. now holds 0.01% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2023Q4. And since then Clear Point Advisors Inc. has made 3 purchases of JPST, at an average price of $50.48, for a total of 64,079.00 shares. In addition, there have been 2 sales at an average price of $50.48 for 1,386.00 shares. Based on historical transaction data and JPST's current price of $50.56, Clear Point Advisors Inc.'s estimated gain on his JPST holdings is $4,930.76, reflecting a 0.15% gain to date.

Clear Point Advisors Inc. JPST ($50.56) Holding Chart

Clear Point Advisors Inc. JPST ($50.56) 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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