Number of Shares
193,588.00
Current Holdings Value*
$9.80 Mil
% of Portfolio
6.89%
Total Estimate Gain
$84,693.07
% of Total Estimate Gain
0.66%

NavPoint Financial, Inc.'s JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, NavPoint Financial, Inc. held 193,588.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $9.80 Mil. This investment constitutes 6.89% of their stock portfolio, and NavPoint Financial, Inc. now holds 0.03% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2023Q4. And since then NavPoint Financial, Inc. has made 2 purchases of JPST, at an average price of $50.22, for a total of 256,830.00 shares. In addition, there have been 3 sales at an average price of $50.41 for 63,242.00 shares. Based on historical transaction data and JPST's current price of $50.60, NavPoint Financial, Inc.'s estimated gain on his JPST holdings is $84,693.07, reflecting a 0.66% gain to date.

NavPoint Financial, Inc. JPST ($50.60) Holding Chart

NavPoint Financial, 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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