Insight Wealth Partners, LLC JPST Holdings History
Insight Wealth Partners, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Insight Wealth Partners, LLC held 168,211.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $8.52 Mil. This investment constitutes 1.42% of their stock portfolio, and Insight Wealth Partners, LLC now holds 0.03% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2023Q1. And since then Insight Wealth Partners, LLC has made 6 purchases of JPST, at an average price of $50.18, for a total of 592,348.00 shares. In addition, there have been 3 sales at an average price of $50.53 for 424,137.00 shares. Based on historical transaction data and JPST's current price of $50.60, Insight Wealth Partners, LLC's estimated gain on his JPST holdings is $215,440.94, reflecting a 0.72% gain to date.
Insight Wealth Partners, LLC JPST ($50.60) Holding Chart
Insight Wealth Partners, 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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