Number of Shares
344,465.00
Current Holdings Value*
$17.44 Mil
% of Portfolio
15.78%
Total Estimate Gain
$34,263.16
% of Total Estimate Gain
0.20%

Strategent Financial, LLC's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, Strategent Financial, LLC held 344,465.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $17.44 Mil. This investment constitutes 15.78% of their stock portfolio, and Strategent Financial, LLC now holds 0.06% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2024Q4. And since then Strategent Financial, LLC has made 1 purchases of JPST, at an average price of $50.50, for a total of 344,465.00 shares. Based on historical transaction data and JPST's current price of $50.60, Strategent Financial, LLC's estimated gain on his JPST holdings is $34,263.16, reflecting a 0.20% gain to date.

Strategent Financial, LLC JPST ($50.60) Holding Chart

Strategent Financial, LLC 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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