IMZ Advisory Inc JPST Holdings History

Number of Shares
393,151.00
Current Holdings Value*
$19.91 Mil
% of Portfolio
9.03%
Total Estimate Gain
$143,180.96
% of Total Estimate Gain
0.71%

IMZ Advisory Inc's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, IMZ Advisory Inc held 393,151.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $19.91 Mil. This investment constitutes 9.03% of their stock portfolio, and IMZ Advisory Inc now holds 0.06% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2023Q4. And since then IMZ Advisory Inc has made 4 purchases of JPST, at an average price of $50.24, for a total of 404,075.00 shares. In addition, there have been 1 sales at an average price of $50.50 for 10,924.00 shares. Based on historical transaction data and JPST's current price of $50.60, IMZ Advisory Inc's estimated gain on his JPST holdings is $143,180.96, reflecting a 0.71% gain to date.

IMZ Advisory Inc JPST ($50.60) Holding Chart

IMZ Advisory Inc 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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