Legacy Capital Group California, Inc. JPST Holdings History
Legacy Capital Group California, Inc.'s JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-06-30, Legacy Capital Group California, Inc. held 316,225.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $16.03 Mil. This investment constitutes 4.44% of their stock portfolio, and Legacy Capital Group California, Inc. now holds 0.05% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2023Q1. And since then Legacy Capital Group California, Inc. has made 3 purchases of JPST, at an average price of $50.30, for a total of 505,797.00 shares. In addition, there have been 6 sales at an average price of $50.47 for 189,572.00 shares. Based on historical transaction data and JPST's current price of $50.61, Legacy Capital Group California, Inc.'s estimated gain on his JPST holdings is $130,002.82, reflecting a 0.51% gain to date.
Legacy Capital Group California, Inc. JPST ($50.61) Holding Chart
Legacy Capital Group California, Inc. JPST ($50.61) 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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