Elmwood Wealth Management, Inc. JPST Holdings History
Elmwood Wealth Management, Inc.'s JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Elmwood Wealth Management, Inc. held 110,260.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $5.58 Mil. This investment constitutes 2.29% of their stock portfolio, and Elmwood Wealth Management, Inc. now holds 0.02% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2018Q4. And since then Elmwood Wealth Management, Inc. has made 12 purchases of JPST, at an average price of $50.39, for a total of 443,871.00 shares. In addition, there have been 11 sales at an average price of $50.28 for 333,611.00 shares. Based on historical transaction data and JPST's current price of $50.61, Elmwood Wealth Management, Inc.'s estimated gain on his JPST holdings is $-12,769.99, reflecting a -0.06% gain to date.
Elmwood Wealth Management, Inc. JPST ($50.61) Holding Chart
Elmwood Wealth Management, Inc. 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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