Spire Wealth Management JPST Holdings History
Spire Wealth Management's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Spire Wealth Management held 2.14 Mil shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $108.24 Mil. This investment constitutes 3.46% of their stock portfolio, and Spire Wealth Management now holds 0.36% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2021Q1. And since then Spire Wealth Management has made 9 purchases of JPST, at an average price of $50.37, for a total of 5.18 Mil shares. In addition, there have been 7 sales at an average price of $50.41 for 3.04 Mil shares. Based on historical transaction data and JPST's current price of $50.60, Spire Wealth Management's estimated gain on his JPST holdings is $606,225.72, reflecting a 0.23% gain to date.
Spire Wealth Management JPST ($50.60) Holding Chart
Spire Wealth Management 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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