Number of Shares
119,932.00
Current Holdings Value*
$6.07 Mil
% of Portfolio
1.7%
Total Estimate Gain
$37,167.79
% of Total Estimate Gain
0.24%

Interchange Capital Partners, LLC's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, Interchange Capital Partners, LLC held 119,932.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $6.07 Mil. This investment constitutes 1.7% of their stock portfolio, and Interchange Capital Partners, LLC now holds 0.02% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2020Q4. And since then Interchange Capital Partners, LLC has made 8 purchases of JPST, at an average price of $50.18, for a total of 313,713.00 shares. In addition, there have been 9 sales at an average price of $50.18 for 193,781.00 shares. Based on historical transaction data and JPST's current price of $50.50, Interchange Capital Partners, LLC's estimated gain on his JPST holdings is $37,167.79, reflecting a 0.24% gain to date.

Interchange Capital Partners, LLC JPST ($50.50) Holding Chart

Interchange Capital Partners, LLC JPST ($50.50) 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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