Plotkin Financial Advisors, LLC JPST Holdings History
Plotkin Financial Advisors, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Plotkin Financial Advisors, LLC held 89,799.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $4.55 Mil. This investment constitutes 2.8% of their stock portfolio, and Plotkin Financial Advisors, LLC now holds 0.01% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2020Q3. And since then Plotkin Financial Advisors, LLC has made 7 purchases of JPST, at an average price of $50.48, for a total of 104,854.00 shares. In addition, there have been 7 sales at an average price of $50.64 for 15,055.00 shares. Based on historical transaction data and JPST's current price of $50.56, Plotkin Financial Advisors, LLC's estimated gain on his JPST holdings is $9,182.09, reflecting a 0.17% gain to date.
Plotkin Financial Advisors, LLC JPST ($50.56) Holding Chart
Plotkin Financial Advisors, LLC JPST ($50.56) 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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