FirstPurpose Wealth LLC JPST Holdings History
FirstPurpose Wealth LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2024-03-31, FirstPurpose Wealth LLC held 93,830.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $4.72 Mil. This investment constitutes 1.71% of their stock portfolio, and FirstPurpose Wealth LLC now holds -% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2021Q4. And since then FirstPurpose Wealth LLC has made 7 purchases of JPST, at an average price of $50.29, for a total of 98,751.00 shares. In addition, there have been 2 sales at an average price of $50.11 for 4,921.00 shares. Based on historical transaction data and JPST's current price of $50.63, FirstPurpose Wealth LLC's estimated gain on his JPST holdings is $31,042.65, reflecting a 0.63% gain to date.
FirstPurpose Wealth LLC JPST ($50.63) Holding Chart
FirstPurpose Wealth LLC JPST ($50.63) 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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