FSM Wealth Advisors, LLC JPST Holdings History
FSM Wealth Advisors, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, FSM Wealth Advisors, LLC held 157,214.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $7.96 Mil. This investment constitutes 1.79% of their stock portfolio, and FSM Wealth Advisors, LLC now holds 0.03% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2022Q2. And since then FSM Wealth Advisors, LLC has made 8 purchases of JPST, at an average price of $50.12, for a total of 191,269.00 shares. In addition, there have been 3 sales at an average price of $50.39 for 34,055.00 shares. Based on historical transaction data and JPST's current price of $50.55, FSM Wealth Advisors, LLC's estimated gain on his JPST holdings is $76,252.83, reflecting a 0.80% gain to date.
FSM Wealth Advisors, LLC JPST ($50.55) Holding Chart
FSM Wealth Advisors, LLC JPST ($50.55) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
