Number of Shares
30,232.00
Current Holdings Value*
$1.53 Mil
% of Portfolio
0.63%
Total Estimate Gain
$370.05
% of Total Estimate Gain
0.02%

FULLCIRCLE WEALTH LLC's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, FULLCIRCLE WEALTH LLC held 30,232.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $1.53 Mil. This investment constitutes 0.63% of their stock portfolio, and FULLCIRCLE WEALTH LLC now holds 0% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2024Q2. And since then FULLCIRCLE WEALTH LLC has made 1 purchases of JPST, at an average price of $50.49, for a total of 30,300.00 shares. In addition, there have been 1 sales at an average price of $50.50 for 68.00 shares. Based on historical transaction data and JPST's current price of $50.50, FULLCIRCLE WEALTH LLC's estimated gain on his JPST holdings is $370.05, reflecting a 0.02% gain to date.

FULLCIRCLE WEALTH LLC JPST ($50.50) Holding Chart

FULLCIRCLE WEALTH LLC JPST ($50.50) 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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