Number of Shares
106,686.00
Current Holdings Value*
$5.40 Mil
% of Portfolio
4.32%
Total Estimate Gain
$30,824.68
% of Total Estimate Gain
0.31%

Paladin Advisory Group, LLC's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, Paladin Advisory Group, LLC held 106,686.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $5.40 Mil. This investment constitutes 4.32% of their stock portfolio, and Paladin Advisory Group, LLC now holds 0.02% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2022Q1. And since then Paladin Advisory Group, LLC has made 6 purchases of JPST, at an average price of $50.24, for a total of 199,839.00 shares. In addition, there have been 5 sales at an average price of $50.15 for 93,153.00 shares. Based on historical transaction data and JPST's current price of $50.61, Paladin Advisory Group, LLC's estimated gain on his JPST holdings is $30,824.68, reflecting a 0.31% gain to date.

Paladin Advisory Group, LLC JPST ($50.61) Holding Chart

Paladin Advisory Group, 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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