Valmark Advisers, Inc. JPST Holdings History
Valmark Advisers, Inc.'s JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, Valmark Advisers, Inc. held 930,368.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $47.10 Mil. This investment constitutes 0.71% of their stock portfolio, and Valmark Advisers, Inc. now holds 0.16% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2020Q2. And since then Valmark Advisers, Inc. has made 17 purchases of JPST, at an average price of $50.33, for a total of 1.04 Mil shares. In addition, there have been 3 sales at an average price of $49.86 for 104,752.00 shares. Based on historical transaction data and JPST's current price of $50.60, Valmark Advisers, Inc.'s estimated gain on his JPST holdings is $197,647.74, reflecting a 0.38% gain to date.
Valmark Advisers, Inc. JPST ($50.60) Holding Chart
Valmark Advisers, Inc. 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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