WEATHERLY ASSET MANAGEMENT L. P. JPST Holdings History
WEATHERLY ASSET MANAGEMENT L. P.'s JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, WEATHERLY ASSET MANAGEMENT L. P. held 472,729.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $23.93 Mil. This investment constitutes 2.15% of their stock portfolio, and WEATHERLY ASSET MANAGEMENT L. P. now holds 0.08% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2018Q4. And since then WEATHERLY ASSET MANAGEMENT L. P. has made 22 purchases of JPST, at an average price of $50.48, for a total of 512,862.00 shares. In addition, there have been 4 sales at an average price of $50.05 for 40,133.00 shares. Based on historical transaction data and JPST's current price of $50.50, WEATHERLY ASSET MANAGEMENT L. P.'s estimated gain on his JPST holdings is $-5,912.78, reflecting a -0.02% gain to date.
WEATHERLY ASSET MANAGEMENT L. P. JPST ($50.50) Holding Chart
WEATHERLY ASSET MANAGEMENT L. P. JPST ($50.50) 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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