Number of Shares
225,949.00
Current Holdings Value*
$11.44 Mil
% of Portfolio
4.95%
Total Estimate Gain
$20,478.38
% of Total Estimate Gain
0.15%

Crestmont Private Wealth LLC's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, Crestmont Private Wealth LLC held 225,949.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $11.44 Mil. This investment constitutes 4.95% of their stock portfolio, and Crestmont Private Wealth LLC now holds 0.04% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2021Q4. And since then Crestmont Private Wealth LLC has made 6 purchases of JPST, at an average price of $50.48, for a total of 262,010.00 shares. In addition, there have been 7 sales at an average price of $50.17 for 36,061.00 shares. Based on historical transaction data and JPST's current price of $50.62, Crestmont Private Wealth LLC's estimated gain on his JPST holdings is $20,478.38, reflecting a 0.15% gain to date.

Crestmont Private Wealth LLC JPST ($50.62) Holding Chart

Crestmont Private Wealth 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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