Phoenix Wealth Advisors JPST Holdings History
Phoenix Wealth Advisors's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Phoenix Wealth Advisors held 454,891.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $23.03 Mil. This investment constitutes 10.04% of their stock portfolio, and Phoenix Wealth Advisors now holds 0.07% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2020Q4. And since then Phoenix Wealth Advisors has made 6 purchases of JPST, at an average price of $50.49, for a total of 789,688.00 shares. In addition, there have been 5 sales at an average price of $50.49 for 334,797.00 shares. Based on historical transaction data and JPST's current price of $50.60, Phoenix Wealth Advisors's estimated gain on his JPST holdings is $54,441.67, reflecting a 0.14% gain to date.
Phoenix Wealth Advisors JPST ($50.60) Holding Chart
Phoenix Wealth Advisors 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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