Summit Place Financial Advisors, LLC JPST Holdings History
Summit Place Financial Advisors, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-06-30, Summit Place Financial Advisors, LLC held 31,668.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $1.60 Mil. This investment constitutes 0.81% of their stock portfolio, and Summit Place Financial Advisors, LLC now holds 0% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2021Q2. And since then Summit Place Financial Advisors, LLC has made 8 purchases of JPST, at an average price of $50.56, for a total of 46,648.00 shares. In addition, there have been 2 sales at an average price of $50.25 for 14,980.00 shares. Based on historical transaction data and JPST's current price of $50.61, Summit Place Financial Advisors, LLC's estimated gain on his JPST holdings is $-3,071.42, reflecting a -0.13% gain to date.
Summit Place Financial Advisors, LLC JPST ($50.61) Holding Chart
Summit Place Financial Advisors, LLC JPST ($50.61) 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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