Safeguard Investment Advisory Group, LLC JPST Holdings History
Safeguard Investment Advisory Group, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Safeguard Investment Advisory Group, LLC held 14,567.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $737,530.00. This investment constitutes 0.2% of their stock portfolio, and Safeguard Investment Advisory Group, LLC now holds 0% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2020Q4. And since then Safeguard Investment Advisory Group, LLC has made 2 purchases of JPST, at an average price of $50.47, for a total of 22,062.00 shares. In addition, there have been 2 sales at an average price of $50.54 for 7,495.00 shares. Based on historical transaction data and JPST's current price of $50.62, Safeguard Investment Advisory Group, LLC's estimated gain on his JPST holdings is $2,800.40, reflecting a 0.25% gain to date.
Safeguard Investment Advisory Group, LLC JPST ($50.62) Holding Chart
Safeguard Investment Advisory Group, LLC JPST ($50.62) 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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