Number of Shares
120,225.00
Current Holdings Value*
$6.09 Mil
% of Portfolio
0.51%
Total Estimate Gain
$31,012.19
% of Total Estimate Gain
0.13%

Freedom Investment Management, Inc.'s JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, Freedom Investment Management, Inc. held 120,225.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $6.09 Mil. This investment constitutes 0.51% of their stock portfolio, and Freedom Investment Management, Inc. now holds 0.02% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2021Q1. And since then Freedom Investment Management, Inc. has made 9 purchases of JPST, at an average price of $50.20, for a total of 481,777.00 shares. In addition, there have been 8 sales at an average price of $50.19 for 361,552.00 shares. Based on historical transaction data and JPST's current price of $50.50, Freedom Investment Management, Inc.'s estimated gain on his JPST holdings is $31,012.19, reflecting a 0.13% gain to date.

Freedom Investment Management, Inc. JPST ($50.50) Holding Chart

Freedom Investment Management, Inc. JPST ($50.50) 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 %

Top Ranked Articles

  • 1