Stone Summit Wealth LLC JPST Holdings History
Stone Summit Wealth LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Stone Summit Wealth LLC held 43,236.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $2.19 Mil. This investment constitutes 0.74% of their stock portfolio, and Stone Summit Wealth LLC now holds 0.01% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2021Q4. And since then Stone Summit Wealth LLC has made 6 purchases of JPST, at an average price of $50.28, for a total of 84,101.00 shares. In addition, there have been 8 sales at an average price of $50.16 for 40,865.00 shares. Based on historical transaction data and JPST's current price of $50.56, Stone Summit Wealth LLC's estimated gain on his JPST holdings is $7,484.84, reflecting a 0.18% gain to date.
Stone Summit Wealth LLC JPST ($50.56) Holding Chart
Stone Summit Wealth LLC JPST ($50.56) 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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