Number of Shares
297,518.00
Current Holdings Value*
$15.06 Mil
% of Portfolio
4.22%
Total Estimate Gain
$450,441.19
% of Total Estimate Gain
0.40%

Frisch Financial Group, Inc.'s JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, Frisch Financial Group, Inc. held 297,518.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $15.06 Mil. This investment constitutes 4.22% of their stock portfolio, and Frisch Financial Group, Inc. now holds 0.05% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2019Q4. And since then Frisch Financial Group, Inc. has made 10 purchases of JPST, at an average price of $50.34, for a total of 2.22 Mil shares. In addition, there have been 12 sales at an average price of $50.54 for 1.92 Mil shares. Based on historical transaction data and JPST's current price of $50.54, Frisch Financial Group, Inc.'s estimated gain on his JPST holdings is $450,441.19, reflecting a 0.40% gain to date.

Frisch Financial Group, Inc. JPST ($50.54) Holding Chart

Frisch Financial Group, Inc. JPST ($50.54) 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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