Number of Shares
553,661.00
Current Holdings Value*
$28.06 Mil
% of Portfolio
10.65%
Total Estimate Gain
$140,244.49
% of Total Estimate Gain
0.45%

StrongBox Wealth, LLC's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-06-30, StrongBox Wealth, LLC held 553,661.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $28.06 Mil. This investment constitutes 10.65% of their stock portfolio, and StrongBox Wealth, LLC now holds 0.09% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2020Q1. And since then StrongBox Wealth, LLC has made 19 purchases of JPST, at an average price of $50.35, for a total of 623,461.00 shares. In addition, there have been 2 sales at an average price of $50.65 for 69,800.00 shares. Based on historical transaction data and JPST's current price of $50.57, StrongBox Wealth, LLC's estimated gain on his JPST holdings is $140,244.49, reflecting a 0.45% gain to date.

StrongBox Wealth, LLC JPST ($50.57) Holding Chart

StrongBox Wealth, LLC JPST ($50.57) 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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