Number of Shares
333,927.00
Current Holdings Value*
$16.91 Mil
% of Portfolio
9.58%
Total Estimate Gain
$82,502.79
% of Total Estimate Gain
0.33%

ELEVATUS WELATH MANAGEMENT's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, ELEVATUS WELATH MANAGEMENT held 333,927.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $16.91 Mil. This investment constitutes 9.58% of their stock portfolio, and ELEVATUS WELATH MANAGEMENT now holds 0.05% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2023Q2. And since then ELEVATUS WELATH MANAGEMENT has made 6 purchases of JPST, at an average price of $50.45, for a total of 491,299.00 shares. In addition, there have been 1 sales at an average price of $50.53 for 157,372.00 shares. Based on historical transaction data and JPST's current price of $50.66, ELEVATUS WELATH MANAGEMENT's estimated gain on his JPST holdings is $82,502.79, reflecting a 0.33% gain to date.

ELEVATUS WELATH MANAGEMENT JPST ($50.66) Holding Chart

ELEVATUS WELATH MANAGEMENT JPST ($50.66) 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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