Number of Shares
80,601.00
Current Holdings Value*
$4.07 Mil
% of Portfolio
3.76%
Total Estimate Gain
$8,819.89
% of Total Estimate Gain
0.22%

FLOYD FINANCIAL GROUP LLC's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-06-30, FLOYD FINANCIAL GROUP LLC held 80,601.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $4.07 Mil. This investment constitutes 3.76% of their stock portfolio, and FLOYD FINANCIAL GROUP LLC now holds 0.01% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2024Q4. And since then FLOYD FINANCIAL GROUP LLC has made 2 purchases of JPST, at an average price of $50.50, for a total of 80,601.00 shares. Based on historical transaction data and JPST's current price of $50.61, FLOYD FINANCIAL GROUP LLC's estimated gain on his JPST holdings is $8,819.89, reflecting a 0.22% gain to date.

FLOYD FINANCIAL GROUP LLC JPST ($50.61) Holding Chart

FLOYD FINANCIAL GROUP LLC 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 %

Top Ranked Articles

  • 1