Number of Shares
54,784.00
Current Holdings Value*
$2.77 Mil
% of Portfolio
1.78%
Total Estimate Gain
$12,738.00
% of Total Estimate Gain
0.46%

Endowment Wealth Management, Inc.'s JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, Endowment Wealth Management, Inc. held 54,784.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $2.77 Mil. This investment constitutes 1.78% of their stock portfolio, and Endowment Wealth Management, Inc. now holds 0.01% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2021Q4. And since then Endowment Wealth Management, Inc. has made 13 purchases of JPST, at an average price of $50.31, for a total of 54,784.00 shares. Based on historical transaction data and JPST's current price of $50.54, Endowment Wealth Management, Inc.'s estimated gain on his JPST holdings is $12,738.00, reflecting a 0.46% gain to date.

Endowment Wealth Management, Inc. JPST ($50.54) Holding Chart

Endowment Wealth Management, Inc. JPST ($50.54) 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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