Number of Shares
350,981.00
Current Holdings Value*
$17.77 Mil
% of Portfolio
0.8%
Total Estimate Gain
$267,878.52
% of Total Estimate Gain
0.79%

Gerber Kawasaki Wealth & Investment Management's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, Gerber Kawasaki Wealth & Investment Management held 350,981.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $17.77 Mil. This investment constitutes 0.8% of their stock portfolio, and Gerber Kawasaki Wealth & Investment Management now holds 0.06% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2019Q4. And since then Gerber Kawasaki Wealth & Investment Management has made 11 purchases of JPST, at an average price of $50.14, for a total of 679,624.00 shares. In addition, there have been 11 sales at an average price of $50.45 for 328,643.00 shares. Based on historical transaction data and JPST's current price of $50.61, Gerber Kawasaki Wealth & Investment Management's estimated gain on his JPST holdings is $267,878.52, reflecting a 0.79% gain to date.

Gerber Kawasaki Wealth & Investment Management JPST ($50.61) Holding Chart

Gerber Kawasaki Wealth & Investment Management 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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