Perissos Private Wealth Management, LLC JPST Holdings History
Perissos Private Wealth Management, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Perissos Private Wealth Management, LLC held 85,178.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $4.31 Mil. This investment constitutes 3.93% of their stock portfolio, and Perissos Private Wealth Management, LLC now holds 0.01% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2024Q4. And since then Perissos Private Wealth Management, LLC has made 2 purchases of JPST, at an average price of $50.50, for a total of 85,178.00 shares. Based on historical transaction data and JPST's current price of $50.55, Perissos Private Wealth Management, LLC's estimated gain on his JPST holdings is $4,105.12, reflecting a 0.10% gain to date.
Perissos Private Wealth Management, LLC JPST ($50.55) Holding Chart
Perissos Private Wealth Management, LLC JPST ($50.55) 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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