Number of Shares
373,901.00
Current Holdings Value*
$18.93 Mil
% of Portfolio
7.83%
Total Estimate Gain
$-47,811.93
% of Total Estimate Gain
-0.15%

John W. Brooker & Co., CPAs's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, John W. Brooker & Co., CPAs held 373,901.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $18.93 Mil. This investment constitutes 7.83% of their stock portfolio, and John W. Brooker & Co., CPAs now holds 0.06% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2019Q4. And since then John W. Brooker & Co., CPAs has made 14 purchases of JPST, at an average price of $50.44, for a total of 616,436.00 shares. In addition, there have been 7 sales at an average price of $50.15 for 242,535.00 shares. Based on historical transaction data and JPST's current price of $50.50, John W. Brooker & Co., CPAs's estimated gain on his JPST holdings is $-47,811.93, reflecting a -0.15% gain to date.

John W. Brooker & Co., CPAs JPST ($50.50) Holding Chart

John W. Brooker & Co., CPAs 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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