N.E.W. Advisory Services LLC JPST Holdings History
N.E.W. Advisory Services LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, N.E.W. Advisory Services LLC held 1.08 Mil shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $54.81 Mil. This investment constitutes 4.2% of their stock portfolio, and N.E.W. Advisory Services LLC now holds 0.18% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2019Q4. And since then N.E.W. Advisory Services LLC has made 17 purchases of JPST, at an average price of $50.49, for a total of 1.46 Mil shares. In addition, there have been 3 sales at an average price of $50.08 for 376,916.00 shares. Based on historical transaction data and JPST's current price of $50.60, N.E.W. Advisory Services LLC's estimated gain on his JPST holdings is $-37,010.99, reflecting a -0.05% gain to date.
N.E.W. Advisory Services LLC JPST ($50.60) Holding Chart
N.E.W. Advisory Services 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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