Syverson Strege & Co JPST Holdings History

Number of Shares
175,539.00
Current Holdings Value*
$8.89 Mil
% of Portfolio
2.86%
Total Estimate Gain
$14,674.36
% of Total Estimate Gain
0.16%

Syverson Strege & Co's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, Syverson Strege & Co held 175,539.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $8.89 Mil. This investment constitutes 2.86% of their stock portfolio, and Syverson Strege & Co now holds 0.03% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2021Q1. And since then Syverson Strege & Co has made 4 purchases of JPST, at an average price of $50.51, for a total of 176,669.00 shares. In addition, there have been 3 sales at an average price of $50.43 for 1,130.00 shares. Based on historical transaction data and JPST's current price of $50.60, Syverson Strege & Co's estimated gain on his JPST holdings is $14,674.36, reflecting a 0.16% gain to date.

Syverson Strege & Co JPST ($50.60) Holding Chart

Syverson Strege & Co 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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