PACES FERRY WEALTH ADVISORS, LLC JPST Holdings History
Number of Shares
216,860.00
Current Holdings Value*
$10.98 Mil
% of Portfolio
5.46%
Total Estimate Gain
$88,988.25
% of Total Estimate Gain
0.82%
PACES FERRY WEALTH ADVISORS, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, PACES FERRY WEALTH ADVISORS, LLC held 216,860.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $10.98 Mil. This investment constitutes 5.46% of their stock portfolio, and PACES FERRY WEALTH ADVISORS, LLC now holds 0.04% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2023Q1. And since then PACES FERRY WEALTH ADVISORS, LLC has made 9 purchases of JPST, at an average price of $50.20, for a total of 216,860.00 shares. Based on historical transaction data and JPST's current price of $50.62, PACES FERRY WEALTH ADVISORS, LLC's estimated gain on his JPST holdings is $88,988.25, reflecting a 0.82% gain to date.
PACES FERRY WEALTH ADVISORS, LLC JPST ($50.62) Holding Chart
PACES FERRY WEALTH ADVISORS, LLC JPST ($50.62) 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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