Number of Shares
379,229.00
Current Holdings Value*
$19.03 Mil
% of Portfolio
5.44%
Total Estimate Gain
$-109,794.63
% of Total Estimate Gain
-0.36%

KB FINANCIAL PARTNERS, LLC's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2023-09-30, KB FINANCIAL PARTNERS, LLC held 379,229.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $19.03 Mil. This investment constitutes 5.44% of their stock portfolio, and KB FINANCIAL PARTNERS, LLC now holds 0.08% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2021Q1. And since then KB FINANCIAL PARTNERS, LLC has made 6 purchases of JPST, at an average price of $50.62, for a total of 595,791.00 shares. In addition, there have been 4 sales at an average price of $50.04 for 216,562.00 shares. Based on historical transaction data and JPST's current price of $50.66, KB FINANCIAL PARTNERS, LLC's estimated gain on his JPST holdings is $-109,794.63, reflecting a -0.36% gain to date.

KB FINANCIAL PARTNERS, LLC JPST ($50.66) Holding Chart

KB FINANCIAL PARTNERS, LLC JPST ($50.66) 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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