Number of Shares
222,500.00
Current Holdings Value*
$11.14 Mil
% of Portfolio
6.33%
Total Estimate Gain
$117,327.63
% of Total Estimate Gain
0.94%

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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