Naviter Wealth, LLC JPST Holdings History
Naviter Wealth, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Naviter Wealth, LLC held 452,457.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $22.90 Mil. This investment constitutes 2.78% of their stock portfolio, and Naviter Wealth, LLC now holds 0.08% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2021Q4. And since then Naviter Wealth, LLC has made 5 purchases of JPST, at an average price of $50.24, for a total of 708,663.00 shares. In addition, there have been 8 sales at an average price of $50.37 for 256,206.00 shares. Based on historical transaction data and JPST's current price of $50.60, Naviter Wealth, LLC's estimated gain on his JPST holdings is $199,624.18, reflecting a 0.56% gain to date.
Naviter Wealth, LLC JPST ($50.60) Holding Chart
Naviter Wealth, 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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