Number of Shares
310,138.00
Current Holdings Value*
$15.65 Mil
% of Portfolio
0.43%
Total Estimate Gain
$416,646.47
% of Total Estimate Gain
0.68%

Connectus Wealth, LLC's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2024-03-31, Connectus Wealth, LLC held 310,138.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $15.65 Mil. This investment constitutes 0.43% of their stock portfolio, and Connectus Wealth, LLC now holds -% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2022Q1. And since then Connectus Wealth, LLC has made 7 purchases of JPST, at an average price of $50.06, for a total of 1.23 Mil shares. In addition, there have been 2 sales at an average price of $50.34 for 917,753.00 shares. Based on historical transaction data and JPST's current price of $50.60, Connectus Wealth, LLC's estimated gain on his JPST holdings is $416,646.47, reflecting a 0.68% gain to date.

Connectus Wealth, LLC JPST ($50.60) Holding Chart

Connectus Wealth, LLC JPST ($50.60) 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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