Financial Planning & Information Services, Inc. JPST Holdings History
Financial Planning & Information Services, Inc.'s JPMorgan Ultra-Short Income ETF Holding Summary
As of 2024-09-30, Financial Planning & Information Services, Inc. held 460,079.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $23.34 Mil. This investment constitutes 3.22% of their stock portfolio, and Financial Planning & Information Services, Inc. now holds 0.09% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2022Q4. And since then Financial Planning & Information Services, Inc. has made 7 purchases of JPST, at an average price of $50.05, for a total of 630,940.00 shares. In addition, there have been 1 sales at an average price of $50.53 for 170,861.00 shares. Based on historical transaction data and JPST's current price of $50.60, Financial Planning & Information Services, Inc.'s estimated gain on his JPST holdings is $335,084.93, reflecting a 1.06% gain to date.
Financial Planning & Information Services, Inc. JPST ($50.60) Holding Chart
Financial Planning & Information Services, Inc. JPST ($50.60) 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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