Number of Shares
343,889.00
Current Holdings Value*
$17.41 Mil
% of Portfolio
11.74%
Total Estimate Gain
$76,162.68
% of Total Estimate Gain
0.22%

Paradigm, Strategies in Wealth Management, LLC's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, Paradigm, Strategies in Wealth Management, LLC held 343,889.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $17.41 Mil. This investment constitutes 11.74% of their stock portfolio, and Paradigm, Strategies in Wealth Management, LLC now holds 0.06% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2021Q1. And since then Paradigm, Strategies in Wealth Management, LLC has made 7 purchases of JPST, at an average price of $50.38, for a total of 699,580.00 shares. In addition, there have been 9 sales at an average price of $50.38 for 355,691.00 shares. Based on historical transaction data and JPST's current price of $50.60, Paradigm, Strategies in Wealth Management, LLC's estimated gain on his JPST holdings is $76,162.68, reflecting a 0.22% gain to date.

Paradigm, Strategies in Wealth Management, LLC JPST ($50.60) Holding Chart

Paradigm, Strategies in Wealth Management, 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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