Howard Wealth Management, LLC JPST Holdings History
Howard Wealth Management, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Howard Wealth Management, LLC held 58,755.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $2.97 Mil. This investment constitutes 1.66% of their stock portfolio, and Howard Wealth Management, LLC now holds 0.01% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2020Q1. And since then Howard Wealth Management, LLC has made 8 purchases of JPST, at an average price of $50.52, for a total of 196,126.00 shares. In addition, there have been 9 sales at an average price of $50.04 for 137,371.00 shares. Based on historical transaction data and JPST's current price of $50.60, Howard Wealth Management, LLC's estimated gain on his JPST holdings is $-60,373.91, reflecting a -0.61% gain to date.
Howard Wealth Management, LLC JPST ($50.60) Holding Chart
Howard Wealth Management, 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 % | |||
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