Homrich & Berg JPST Holdings History
Homrich & Berg's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2021-09-30, Homrich & Berg held 4.69 Mil shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $237.69 Mil. This investment constitutes 5.32% of their stock portfolio, and Homrich & Berg now holds 1.24% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2018Q4. And since then Homrich & Berg has made 8 purchases of JPST, at an average price of $50.47, for a total of 6.02 Mil shares. In addition, there have been 4 sales at an average price of $50.62 for 1.33 Mil shares. Based on historical transaction data and JPST's current price of $50.60, Homrich & Berg's estimated gain on his JPST holdings is $772,033.06, reflecting a 0.25% gain to date.
Homrich & Berg JPST ($50.60) Holding Chart
Homrich & Berg 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 % | |||
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