Ridgeline Wealth Planning, LLC JPST Holdings History
Ridgeline Wealth Planning, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Ridgeline Wealth Planning, LLC held 309,681.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $15.68 Mil. This investment constitutes 15.41% of their stock portfolio, and Ridgeline Wealth Planning, LLC now holds 0.05% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2024Q4. And since then Ridgeline Wealth Planning, LLC has made 1 purchases of JPST, at an average price of $50.50, for a total of 309,681.00 shares. Based on historical transaction data and JPST's current price of $50.60, Ridgeline Wealth Planning, LLC's estimated gain on his JPST holdings is $30,917.05, reflecting a 0.20% gain to date.
Ridgeline Wealth Planning, LLC JPST ($50.60) Holding Chart
Ridgeline Wealth Planning, 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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