Number of Shares
95,299.00
Current Holdings Value*
$4.83 Mil
% of Portfolio
1.17%
Total Estimate Gain
$53,138.92
% of Total Estimate Gain
0.93%

Founders Financial Alliance, LLC's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, Founders Financial Alliance, LLC held 95,299.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $4.83 Mil. This investment constitutes 1.17% of their stock portfolio, and Founders Financial Alliance, LLC now holds 0.02% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2020Q3. And since then Founders Financial Alliance, LLC has made 10 purchases of JPST, at an average price of $50.11, for a total of 113,496.00 shares. In addition, there have been 3 sales at an average price of $50.48 for 18,197.00 shares. Based on historical transaction data and JPST's current price of $50.60, Founders Financial Alliance, LLC's estimated gain on his JPST holdings is $53,138.92, reflecting a 0.93% gain to date.

Founders Financial Alliance, LLC JPST ($50.60) Holding Chart

Founders Financial Alliance, LLC 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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