Number of Shares
74,550.00
Current Holdings Value*
$3.77 Mil
% of Portfolio
2.12%
Total Estimate Gain
$76,272.95
% of Total Estimate Gain
1.59%

Vawter Financial, Ltd.'s JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, Vawter Financial, Ltd. held 74,550.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $3.77 Mil. This investment constitutes 2.12% of their stock portfolio, and Vawter Financial, Ltd. now holds 0.01% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2022Q4. And since then Vawter Financial, Ltd. has made 5 purchases of JPST, at an average price of $49.71, for a total of 96,477.00 shares. In addition, there have been 4 sales at an average price of $50.14 for 21,927.00 shares. Based on historical transaction data and JPST's current price of $50.61, Vawter Financial, Ltd.'s estimated gain on his JPST holdings is $76,272.95, reflecting a 1.59% gain to date.

Vawter Financial, Ltd. JPST ($50.61) Holding Chart

Vawter Financial, Ltd. 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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