Number of Shares
90,486.00
Current Holdings Value*
$4.57 Mil
% of Portfolio
1.1%
Total Estimate Gain
$9,045.52
% of Total Estimate Gain
0.17%

ORG Wealth Partners, LLC's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-06-30, ORG Wealth Partners, LLC held 90,486.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $4.57 Mil. This investment constitutes 1.1% of their stock portfolio, and ORG Wealth Partners, LLC now holds 0.01% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2024Q3. And since then ORG Wealth Partners, LLC has made 1 purchases of JPST, at an average price of $50.51, for a total of 105,100.00 shares. In addition, there have been 1 sales at an average price of $50.51 for 14,614.00 shares. Based on historical transaction data and JPST's current price of $50.61, ORG Wealth Partners, LLC's estimated gain on his JPST holdings is $9,045.52, reflecting a 0.17% gain to date.

ORG Wealth Partners, LLC JPST ($50.61) Holding Chart

ORG Wealth Partners, LLC 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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