ProVise Management Group, LLC JPST Holdings History
ProVise Management Group, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, ProVise Management Group, LLC held 89,714.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $4.54 Mil. This investment constitutes 0.39% of their stock portfolio, and ProVise Management Group, LLC now holds 0.01% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2022Q3. And since then ProVise Management Group, LLC has made 5 purchases of JPST, at an average price of $49.95, for a total of 297,361.00 shares. In addition, there have been 6 sales at an average price of $50.24 for 207,647.00 shares. Based on historical transaction data and JPST's current price of $50.55, ProVise Management Group, LLC's estimated gain on his JPST holdings is $112,136.77, reflecting a 0.75% gain to date.
ProVise Management Group, LLC JPST ($50.55) Holding Chart
ProVise Management Group, 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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