VCI Wealth Management LLC JPST Holdings History
VCI Wealth Management LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, VCI Wealth Management LLC held 230,785.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $11.68 Mil. This investment constitutes 4.9% of their stock portfolio, and VCI Wealth Management LLC now holds 0.04% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2023Q4. And since then VCI Wealth Management LLC has made 4 purchases of JPST, at an average price of $50.30, for a total of 244,699.00 shares. In addition, there have been 1 sales at an average price of $50.35 for 13,914.00 shares. Based on historical transaction data and JPST's current price of $50.68, VCI Wealth Management LLC's estimated gain on his JPST holdings is $87,456.89, reflecting a 0.71% gain to date.
VCI Wealth Management LLC JPST ($50.68) Holding Chart
VCI Wealth Management LLC JPST ($50.68) 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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