Lake Point Wealth Management JPST Holdings History
Lake Point Wealth Management's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2022-06-30, Lake Point Wealth Management held 222,500.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $11.14 Mil. This investment constitutes 6.33% of their stock portfolio, and Lake Point Wealth Management now holds 0.06% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2018Q4. And since then Lake Point Wealth Management has made 1 purchases of JPST, at an average price of $50.09, for a total of 249,157.00 shares. In addition, there have been 3 sales at an average price of $50.26 for 26,657.00 shares. Based on historical transaction data and JPST's current price of $50.60, Lake Point Wealth Management's estimated gain on his JPST holdings is $117,327.63, reflecting a 0.94% gain to date.
Lake Point Wealth Management JPST ($50.60) Holding Chart
Lake Point Wealth Management 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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