DHJJ Financial Advisors, Ltd. JPST Holdings History
DHJJ Financial Advisors, Ltd.'s JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-06-30, DHJJ Financial Advisors, Ltd. held 147,087.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $7.45 Mil. This investment constitutes 2.69% of their stock portfolio, and DHJJ Financial Advisors, Ltd. now holds 0.02% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2020Q4. And since then DHJJ Financial Advisors, Ltd. has made 7 purchases of JPST, at an average price of $50.48, for a total of 159,567.00 shares. In addition, there have been 7 sales at an average price of $50.22 for 12,480.00 shares. Based on historical transaction data and JPST's current price of $50.61, DHJJ Financial Advisors, Ltd.'s estimated gain on his JPST holdings is $15,999.21, reflecting a 0.20% gain to date.
DHJJ Financial Advisors, Ltd. JPST ($50.61) Holding Chart
DHJJ Financial Advisors, Ltd. 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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