Great Point Wealth Advisors, LLC JPST Holdings History
Great Point Wealth Advisors, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Great Point Wealth Advisors, LLC held 619,005.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $31.34 Mil. This investment constitutes 6.78% of their stock portfolio, and Great Point Wealth Advisors, LLC now holds 0.1% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2019Q1. And since then Great Point Wealth Advisors, LLC has made 12 purchases of JPST, at an average price of $50.35, for a total of 653,074.00 shares. In addition, there have been 7 sales at an average price of $50.48 for 34,069.00 shares. Based on historical transaction data and JPST's current price of $50.61, Great Point Wealth Advisors, LLC's estimated gain on his JPST holdings is $166,762.99, reflecting a 0.51% gain to date.
Great Point Wealth Advisors, LLC JPST ($50.61) Holding Chart
Great Point Wealth Advisors, 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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