Domani Wealth, LLC JPST Holdings History

Number of Shares
394,049.00
Current Holdings Value*
$19.83 Mil
% of Portfolio
4.6%
Total Estimate Gain
$222,367.60
% of Total Estimate Gain
1.04%

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

As of 2023-03-31, Domani Wealth, LLC held 394,049.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $19.83 Mil. This investment constitutes 4.6% of their stock portfolio, and Domani Wealth, LLC now holds 0.08% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2022Q2. And since then Domani Wealth, LLC has made 3 purchases of JPST, at an average price of $50.02, for a total of 425,792.00 shares. In addition, there have been 1 sales at an average price of $49.87 for 31,743.00 shares. Based on historical transaction data and JPST's current price of $50.60, Domani Wealth, LLC's estimated gain on his JPST holdings is $222,367.60, reflecting a 1.04% gain to date.

Domani Wealth, LLC JPST ($50.60) Holding Chart

Domani 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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