Helen Stephens Group, LLC JPST Holdings History
Helen Stephens Group, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-06-30, Helen Stephens Group, LLC held 195,715.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $9.92 Mil. This investment constitutes 2.46% of their stock portfolio, and Helen Stephens Group, LLC now holds 0.03% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2022Q1. And since then Helen Stephens Group, LLC has made 11 purchases of JPST, at an average price of $50.28, for a total of 262,666.00 shares. In addition, there have been 3 sales at an average price of $50.48 for 66,951.00 shares. Based on historical transaction data and JPST's current price of $50.60, Helen Stephens Group, LLC's estimated gain on his JPST holdings is $76,476.22, reflecting a 0.58% gain to date.
Helen Stephens Group, LLC JPST ($50.60) Holding Chart
Helen Stephens Group, LLC JPST ($50.60) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
