Number of Shares
530,755.00
Current Holdings Value*
$26.87 Mil
% of Portfolio
11.55%
Total Estimate Gain
$53,874.88
% of Total Estimate Gain
0.19%

Wealth Advisors of Iowa, LLC's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2025-03-31, Wealth Advisors of Iowa, LLC held 530,755.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $26.87 Mil. This investment constitutes 11.55% of their stock portfolio, and Wealth Advisors of Iowa, LLC now holds 0.09% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2023Q3. And since then Wealth Advisors of Iowa, LLC has made 3 purchases of JPST, at an average price of $50.50, for a total of 550,458.00 shares. In addition, there have been 2 sales at an average price of $50.28 for 19,703.00 shares. Based on historical transaction data and JPST's current price of $50.61, Wealth Advisors of Iowa, LLC's estimated gain on his JPST holdings is $53,874.88, reflecting a 0.19% gain to date.

Wealth Advisors of Iowa, LLC JPST ($50.61) Holding Chart

Wealth Advisors of Iowa, 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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