Portside Wealth Group, LLC JPST Holdings History
Portside Wealth Group, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Portside Wealth Group, LLC held 407,333.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $20.62 Mil. This investment constitutes 3.36% of their stock portfolio, and Portside Wealth Group, LLC now holds 0.07% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2023Q2. And since then Portside Wealth Group, LLC has made 4 purchases of JPST, at an average price of $50.03, for a total of 502,834.00 shares. In addition, there have been 3 sales at an average price of $50.27 for 95,501.00 shares. Based on historical transaction data and JPST's current price of $50.54, Portside Wealth Group, LLC's estimated gain on his JPST holdings is $231,327.92, reflecting a 0.92% gain to date.
Portside Wealth Group, LLC JPST ($50.54) Holding Chart
Portside Wealth Group, LLC JPST ($50.54) 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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