Number of Shares
131,239.00
Current Holdings Value*
$6.65 Mil
% of Portfolio
2%
Total Estimate Gain
$91,138.57
% of Total Estimate Gain
0.39%

Triumph Capital Management's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-06-30, Triumph Capital Management held 131,239.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $6.65 Mil. This investment constitutes 2% of their stock portfolio, and Triumph Capital Management now holds 0.02% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2021Q3. And since then Triumph Capital Management has made 8 purchases of JPST, at an average price of $50.17, for a total of 462,546.00 shares. In addition, there have been 8 sales at an average price of $50.28 for 331,307.00 shares. Based on historical transaction data and JPST's current price of $50.61, Triumph Capital Management's estimated gain on his JPST holdings is $91,138.57, reflecting a 0.39% gain to date.

Triumph Capital Management JPST ($50.61) Holding Chart

Triumph Capital Management 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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