Number of Shares
242,475.00
Current Holdings Value*
$12.28 Mil
% of Portfolio
2.2%
Total Estimate Gain
$35,045.91
% of Total Estimate Gain
0.27%

Tyler-Stone Wealth Management's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, Tyler-Stone Wealth Management held 242,475.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $12.28 Mil. This investment constitutes 2.2% of their stock portfolio, and Tyler-Stone Wealth Management now holds 0.04% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2021Q4. And since then Tyler-Stone Wealth Management has made 9 purchases of JPST, at an average price of $50.45, for a total of 253,456.00 shares. In addition, there have been 3 sales at an average price of $50.44 for 10,981.00 shares. Based on historical transaction data and JPST's current price of $50.60, Tyler-Stone Wealth Management's estimated gain on his JPST holdings is $35,045.91, reflecting a 0.27% gain to date.

Tyler-Stone Wealth Management JPST ($50.60) Holding Chart

Tyler-Stone Wealth Management 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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