WJ Wealth Management, LLC JPST Holdings History
WJ Wealth Management, LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-03-31, WJ Wealth Management, LLC held 495,766.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $25.10 Mil. This investment constitutes 8.88% of their stock portfolio, and WJ Wealth Management, LLC now holds 0.08% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2024Q4. And since then WJ Wealth Management, LLC has made 2 purchases of JPST, at an average price of $50.51, for a total of 495,766.00 shares. Based on historical transaction data and JPST's current price of $50.60, WJ Wealth Management, LLC's estimated gain on his JPST holdings is $45,726.38, reflecting a 0.18% gain to date.
WJ Wealth Management, LLC JPST ($50.60) Holding Chart
WJ Wealth Management, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
