ENCOMPASS WEALTH ADVISORS, LLC JPST Holdings History
ENCOMPASS WEALTH ADVISORS, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-06-30, ENCOMPASS WEALTH ADVISORS, LLC held 213,243.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $10.81 Mil. This investment constitutes 3.96% of their stock portfolio, and ENCOMPASS WEALTH ADVISORS, LLC now holds 0.03% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2020Q4. And since then ENCOMPASS WEALTH ADVISORS, LLC has made 8 purchases of JPST, at an average price of $50.73, for a total of 272,442.00 shares. In addition, there have been 10 sales at an average price of $50.39 for 59,199.00 shares. Based on historical transaction data and JPST's current price of $50.60, ENCOMPASS WEALTH ADVISORS, LLC's estimated gain on his JPST holdings is $-47,683.27, reflecting a -0.35% gain to date.
ENCOMPASS WEALTH ADVISORS, LLC JPST ($50.60) Holding Chart
ENCOMPASS WEALTH ADVISORS, 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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