Number of Shares
91,866.00
Current Holdings Value*
$4.65 Mil
% of Portfolio
3.37%
Total Estimate Gain
$15,319.43
% of Total Estimate Gain
0.04%

McCarthy Asset Management, Inc.'s JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, McCarthy Asset Management, Inc. held 91,866.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $4.65 Mil. This investment constitutes 3.37% of their stock portfolio, and McCarthy Asset Management, Inc. now holds 0.02% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2020Q4. And since then McCarthy Asset Management, Inc. has made 8 purchases of JPST, at an average price of $50.43, for a total of 695,532.00 shares. In addition, there have been 9 sales at an average price of $50.43 for 603,666.00 shares. Based on historical transaction data and JPST's current price of $50.60, McCarthy Asset Management, Inc.'s estimated gain on his JPST holdings is $15,319.43, reflecting a 0.04% gain to date.

McCarthy Asset Management, Inc. JPST ($50.60) Holding Chart

McCarthy Asset Management, Inc. 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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