MONTAG A & ASSOCIATES INC JPST Holdings History
MONTAG A & ASSOCIATES INC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, MONTAG A & ASSOCIATES INC held 264,382.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $13.39 Mil. This investment constitutes 0.67% of their stock portfolio, and MONTAG A & ASSOCIATES INC now holds 0.04% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2020Q4. And since then MONTAG A & ASSOCIATES INC has made 10 purchases of JPST, at an average price of $50.37, for a total of 1.16 Mil shares. In addition, there have been 8 sales at an average price of $50.36 for 895,698.00 shares. Based on historical transaction data and JPST's current price of $50.61, MONTAG A & ASSOCIATES INC's estimated gain on his JPST holdings is $52,685.97, reflecting a 0.09% gain to date.
MONTAG A & ASSOCIATES INC JPST ($50.61) Holding Chart
MONTAG A & ASSOCIATES 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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