Gradient Capital Advisors, LLC JPST Holdings History
Gradient Capital Advisors, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-06-30, Gradient Capital Advisors, LLC held 123,600.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $6.26 Mil. This investment constitutes 1.85% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0.02% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2018Q4. And since then Gradient Capital Advisors, LLC has made 14 purchases of JPST, at an average price of $50.54, for a total of 274,347.00 shares. In addition, there have been 13 sales at an average price of $50.21 for 150,747.00 shares. Based on historical transaction data and JPST's current price of $50.57, Gradient Capital Advisors, LLC's estimated gain on his JPST holdings is $-45,722.63, reflecting a -0.33% gain to date.
Gradient Capital Advisors, LLC JPST ($50.57) Holding Chart
Gradient Capital Advisors, LLC JPST ($50.57) 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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