WFA Of San Diego, LLC JPST Holdings History
WFA of San Diego, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2024-09-30, WFA of San Diego, LLC held 12,504.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $634,470.00. This investment constitutes 0.54% of their stock portfolio, and WFA of San Diego, LLC now holds 0% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2020Q2. And since then WFA of San Diego, LLC has made 2 purchases of JPST, at an average price of $50.30, for a total of 228,490.00 shares. In addition, there have been 13 sales at an average price of $50.24 for 215,986.00 shares. Based on historical transaction data and JPST's current price of $50.61, WFA of San Diego, LLC's estimated gain on his JPST holdings is $-9,757.39, reflecting a -0.08% gain to date.
WFA of San Diego, LLC JPST ($50.61) Holding Chart
WFA of San Diego, LLC 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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