Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC JPST Holdings History
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2020-12-31, Genovese Burford & Brothers Wealth & Retirement Pl held 2.06 Mil shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $104.83 Mil. This investment constitutes 32.99% of their stock portfolio, and Genovese Burford & Brothers Wealth & Retirement Pl now holds 0.55% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2018Q4. And since then Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC has made 9 purchases of JPST, at an average price of $50.37, for a total of 2.06 Mil shares. Based on historical transaction data and JPST's current price of $50.61, Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's estimated gain on his JPST holdings is $511,006.20, reflecting a 0.49% gain to date.
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC JPST ($50.61) Holding Chart
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC JPST ($50.61) 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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