Number of Shares
246,876.00
Current Holdings Value*
$12.50 Mil
% of Portfolio
3.17%
Total Estimate Gain
$71,275.93
% of Total Estimate Gain
0.53%

Financial Security Advisor, Inc.'s JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, Financial Security Advisor, Inc. held 246,876.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $12.50 Mil. This investment constitutes 3.17% of their stock portfolio, and Financial Security Advisor, Inc. now holds 0.04% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2023Q4. And since then Financial Security Advisor, Inc. has made 4 purchases of JPST, at an average price of $50.31, for a total of 269,302.00 shares. In addition, there have been 2 sales at an average price of $50.50 for 22,426.00 shares. Based on historical transaction data and JPST's current price of $50.58, Financial Security Advisor, Inc.'s estimated gain on his JPST holdings is $71,275.93, reflecting a 0.53% gain to date.

Financial Security Advisor, Inc. JPST ($50.58) Holding Chart

Financial Security Advisor, Inc. JPST ($50.58) 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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