Southeast Asset Advisors, LLC JPST Holdings History
Southeast Asset Advisors, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Southeast Asset Advisors, LLC held 270,031.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $13.67 Mil. This investment constitutes 1.68% of their stock portfolio, and Southeast Asset Advisors, LLC now holds 0.04% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2023Q2. And since then Southeast Asset Advisors, LLC has made 7 purchases of JPST, at an average price of $50.40, for a total of 271,516.00 shares. In addition, there have been 1 sales at an average price of $50.18 for 1,485.00 shares. Based on historical transaction data and JPST's current price of $50.61, Southeast Asset Advisors, LLC's estimated gain on his JPST holdings is $55,800.02, reflecting a 0.41% gain to date.
Southeast Asset Advisors, LLC JPST ($50.61) Holding Chart
Southeast Asset Advisors, LLC JPST ($50.61) 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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