Financial Perspectives, Inc JPST Holdings History
Financial Perspectives, Inc's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Financial Perspectives, Inc held 53,152.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $2.69 Mil. This investment constitutes 0.92% of their stock portfolio, and Financial Perspectives, Inc now holds 0.01% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2019Q4. And since then Financial Perspectives, Inc has made 7 purchases of JPST, at an average price of $50.75, for a total of 5.87 Mil shares. In addition, there have been 14 sales at an average price of $50.71 for 5.82 Mil shares. Based on historical transaction data and JPST's current price of $50.60, Financial Perspectives, Inc's estimated gain on his JPST holdings is $-210,524.50, reflecting a -0.07% gain to date.
Financial Perspectives, Inc JPST ($50.60) Holding Chart
Financial Perspectives, 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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