Lowe Wealth Advisors, LLC JPST Holdings History
Lowe Wealth Advisors, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-06-30, Lowe Wealth Advisors, LLC held 200,946.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $10.18 Mil. This investment constitutes 3.98% of their stock portfolio, and Lowe Wealth Advisors, LLC now holds 0.03% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2018Q4. And since then Lowe Wealth Advisors, LLC has made 21 purchases of JPST, at an average price of $50.38, for a total of 216,863.00 shares. In addition, there have been 6 sales at an average price of $50.36 for 15,917.00 shares. Based on historical transaction data and JPST's current price of $50.60, Lowe Wealth Advisors, LLC's estimated gain on his JPST holdings is $43,235.47, reflecting a 0.40% gain to date.
Lowe Wealth Advisors, LLC JPST ($50.60) Holding Chart
Lowe Wealth Advisors, LLC 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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