Number of Shares
402,206.00
Current Holdings Value*
$20.38 Mil
% of Portfolio
2.4%
Total Estimate Gain
$218,019.34
% of Total Estimate Gain
0.77%

Cooper Financial Group's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-06-30, Cooper Financial Group held 402,206.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $20.38 Mil. This investment constitutes 2.4% of their stock portfolio, and Cooper Financial Group now holds 0.06% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2019Q1. And since then Cooper Financial Group has made 19 purchases of JPST, at an average price of $50.21, for a total of 563,234.00 shares. In addition, there have been 7 sales at an average price of $50.55 for 161,028.00 shares. Based on historical transaction data and JPST's current price of $50.61, Cooper Financial Group's estimated gain on his JPST holdings is $218,019.34, reflecting a 0.77% gain to date.

Cooper Financial Group JPST ($50.61) Holding Chart

Cooper Financial Group 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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