Number of Shares
89,922.00
Current Holdings Value*
$4.56 Mil
% of Portfolio
0.79%
Total Estimate Gain
$12,590.99
% of Total Estimate Gain
0.25%

Security National Bank's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-06-30, Security National Bank held 89,922.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $4.56 Mil. This investment constitutes 0.79% of their stock portfolio, and Security National Bank now holds 0.01% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2023Q3. And since then Security National Bank has made 3 purchases of JPST, at an average price of $50.47, for a total of 98,979.00 shares. In addition, there have been 3 sales at an average price of $50.37 for 9,057.00 shares. Based on historical transaction data and JPST's current price of $50.62, Security National Bank's estimated gain on his JPST holdings is $12,590.99, reflecting a 0.25% gain to date.

Security National Bank JPST ($50.62) Holding Chart

Security National Bank 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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