Number of Shares
228,704.00
Current Holdings Value*
$11.58 Mil
% of Portfolio
4.56%
Total Estimate Gain
$113,651.95
% of Total Estimate Gain
0.89%

IronBridge Private Wealth, LLC's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, IronBridge Private Wealth, LLC held 228,704.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $11.58 Mil. This investment constitutes 4.56% of their stock portfolio, and IronBridge Private Wealth, LLC now holds 0.04% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2023Q1. And since then IronBridge Private Wealth, LLC has made 6 purchases of JPST, at an average price of $50.13, for a total of 255,540.00 shares. In addition, there have been 3 sales at an average price of $50.35 for 26,836.00 shares. Based on historical transaction data and JPST's current price of $50.60, IronBridge Private Wealth, LLC's estimated gain on his JPST holdings is $113,651.95, reflecting a 0.89% gain to date.

IronBridge Private Wealth, LLC JPST ($50.60) Holding Chart

IronBridge Private Wealth, 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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