Number of Shares
435,852.00
Current Holdings Value*
$22.01 Mil
% of Portfolio
10.39%
Total Estimate Gain
$217,648.94
% of Total Estimate Gain
0.93%

IRONWOOD WEALTH MANAGEMENT, INC.'s JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-06-30, IRONWOOD WEALTH MANAGEMENT, INC. held 435,852.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $22.01 Mil. This investment constitutes 10.39% of their stock portfolio, and IRONWOOD WEALTH MANAGEMENT, INC. now holds 0.07% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2022Q2. And since then IRONWOOD WEALTH MANAGEMENT, INC. has made 8 purchases of JPST, at an average price of $50.11, for a total of 464,859.00 shares. In addition, there have been 5 sales at an average price of $50.17 for 29,007.00 shares. Based on historical transaction data and JPST's current price of $50.61, IRONWOOD WEALTH MANAGEMENT, INC.'s estimated gain on his JPST holdings is $217,648.94, reflecting a 0.93% gain to date.

IRONWOOD WEALTH MANAGEMENT, INC. JPST ($50.61) Holding Chart

IRONWOOD WEALTH MANAGEMENT, INC. JPST ($50.61) 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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