Strategic Financial Concepts, LLC JPST Holdings History
Strategic Financial Concepts, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Strategic Financial Concepts, LLC held 74,132.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $3.75 Mil. This investment constitutes 0.7% of their stock portfolio, and Strategic Financial Concepts, LLC now holds 0.01% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2023Q1. And since then Strategic Financial Concepts, LLC has made 4 purchases of JPST, at an average price of $50.33, for a total of 468,006.00 shares. In addition, there have been 4 sales at an average price of $50.50 for 393,874.00 shares. Based on historical transaction data and JPST's current price of $50.62, Strategic Financial Concepts, LLC's estimated gain on his JPST holdings is $87,033.38, reflecting a 0.37% gain to date.
Strategic Financial Concepts, LLC JPST ($50.62) Holding Chart
Strategic Financial Concepts, LLC 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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