TMD Wealth Management, LLC JPST Holdings History
TMD Wealth Management, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2024-06-30, TMD Wealth Management, LLC held 290,995.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $14.69 Mil. This investment constitutes 3.22% of their stock portfolio, and TMD Wealth Management, LLC now holds -% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2021Q4. And since then TMD Wealth Management, LLC has made 6 purchases of JPST, at an average price of $50.16, for a total of 1.17 Mil shares. In addition, there have been 5 sales at an average price of $50.17 for 882,388.00 shares. Based on historical transaction data and JPST's current price of $50.60, TMD Wealth Management, LLC's estimated gain on his JPST holdings is $141,983.95, reflecting a 0.24% gain to date.
TMD Wealth Management, LLC JPST ($50.60) Holding Chart
TMD Wealth Management, 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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