Lodestone Wealth Management LLC JPST Holdings History
Lodestone Wealth Management LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Lodestone Wealth Management LLC held 130,211.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $6.59 Mil. This investment constitutes 3.51% of their stock portfolio, and Lodestone Wealth Management LLC now holds 0.02% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2022Q4. And since then Lodestone Wealth Management LLC has made 5 purchases of JPST, at an average price of $49.91, for a total of 149,839.00 shares. In addition, there have been 4 sales at an average price of $50.19 for 19,628.00 shares. Based on historical transaction data and JPST's current price of $50.59, Lodestone Wealth Management LLC's estimated gain on his JPST holdings is $93,352.39, reflecting a 1.25% gain to date.
Lodestone Wealth Management LLC JPST ($50.59) Holding Chart
Lodestone Wealth Management LLC JPST ($50.59) 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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