Number of Shares
146,740.00
Current Holdings Value*
$7.43 Mil
% of Portfolio
1.96%
Total Estimate Gain
$37,116.94
% of Total Estimate Gain
0.37%

J. W. Coons Advisors, LLC's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, J. W. Coons Advisors, LLC held 146,740.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $7.43 Mil. This investment constitutes 1.96% of their stock portfolio, and J. W. Coons Advisors, LLC now holds 0.02% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2020Q1. And since then J. W. Coons Advisors, LLC has made 15 purchases of JPST, at an average price of $50.34, for a total of 197,276.00 shares. In addition, there have been 5 sales at an average price of $50.26 for 50,536.00 shares. Based on historical transaction data and JPST's current price of $50.62, J. W. Coons Advisors, LLC's estimated gain on his JPST holdings is $37,116.94, reflecting a 0.37% gain to date.

J. W. Coons Advisors, LLC JPST ($50.62) Holding Chart

J. W. Coons Advisors, LLC JPST ($50.62) 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 %

Top Ranked Articles

  • 1