Number of Shares
201,839.00
Current Holdings Value*
$10.22 Mil
% of Portfolio
4.59%
Total Estimate Gain
$670,035.48
% of Total Estimate Gain
0.25%

Houlihan Financial Resource Group, Ltd.'s JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, Houlihan Financial Resource Group, Ltd. held 201,839.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $10.22 Mil. This investment constitutes 4.59% of their stock portfolio, and Houlihan Financial Resource Group, Ltd. now holds 0.03% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2019Q4. And since then Houlihan Financial Resource Group, Ltd. has made 7 purchases of JPST, at an average price of $50.00, for a total of 5.46 Mil shares. In addition, there have been 6 sales at an average price of $50.11 for 5.25 Mil shares. Based on historical transaction data and JPST's current price of $50.62, Houlihan Financial Resource Group, Ltd.'s estimated gain on his JPST holdings is $670,035.48, reflecting a 0.25% gain to date.

Houlihan Financial Resource Group, Ltd. JPST ($50.62) Holding Chart

Houlihan Financial Resource Group, Ltd. JPST ($50.62) 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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