Legacy Wealth Management, Inc JPST Holdings History
Legacy Wealth Management, Inc's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Legacy Wealth Management, Inc held 1.45 Mil shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $73.24 Mil. This investment constitutes 4.88% of their stock portfolio, and Legacy Wealth Management, Inc now holds 0.25% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2022Q2. And since then Legacy Wealth Management, Inc has made 10 purchases of JPST, at an average price of $49.99, for a total of 3.91 Mil shares. In addition, there have been 2 sales at an average price of $50.09 for 2.46 Mil shares. Based on historical transaction data and JPST's current price of $50.50, Legacy Wealth Management, Inc's estimated gain on his JPST holdings is $1.01 Mil, reflecting a 0.52% gain to date.
Legacy Wealth Management, Inc JPST ($50.50) Holding Chart
Legacy Wealth Management, Inc 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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