Principle Wealth Partners LLC JPST Holdings History
Principle Wealth Partners LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Principle Wealth Partners LLC held 85,493.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $4.33 Mil. This investment constitutes 0.31% of their stock portfolio, and Principle Wealth Partners LLC now holds 0.01% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2020Q4. And since then Principle Wealth Partners LLC has made 7 purchases of JPST, at an average price of $50.27, for a total of 197,021.00 shares. In addition, there have been 10 sales at an average price of $50.44 for 111,528.00 shares. Based on historical transaction data and JPST's current price of $50.60, Principle Wealth Partners LLC's estimated gain on his JPST holdings is $47,740.69, reflecting a 0.48% gain to date.
Principle Wealth Partners LLC JPST ($50.60) Holding Chart
Principle Wealth Partners 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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