Paragon Private Wealth Management, LLC JPST Holdings History
Paragon Private Wealth Management, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Paragon Private Wealth Management, LLC held 70,262.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $3.56 Mil. This investment constitutes 1.65% of their stock portfolio, and Paragon Private Wealth Management, LLC now holds 0.01% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2021Q4. And since then Paragon Private Wealth Management, LLC has made 6 purchases of JPST, at an average price of $50.31, for a total of 145,518.00 shares. In addition, there have been 7 sales at an average price of $50.28 for 75,256.00 shares. Based on historical transaction data and JPST's current price of $50.60, Paragon Private Wealth Management, LLC's estimated gain on his JPST holdings is $18,009.69, reflecting a 0.25% gain to date.
Paragon Private Wealth Management, LLC JPST ($50.60) Holding Chart
Paragon Private 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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