Whitaker-Myers Wealth Managers, LTD. JPST Holdings History
Whitaker-Myers Wealth Managers, LTD.'s JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-06-30, Whitaker-Myers Wealth Managers, LTD. held 293,581.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $14.88 Mil. This investment constitutes 3.75% of their stock portfolio, and Whitaker-Myers Wealth Managers, LTD. now holds 0.05% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2023Q1. And since then Whitaker-Myers Wealth Managers, LTD. has made 9 purchases of JPST, at an average price of $50.42, for a total of 307,876.00 shares. In addition, there have been 2 sales at an average price of $50.25 for 14,295.00 shares. Based on historical transaction data and JPST's current price of $50.60, Whitaker-Myers Wealth Managers, LTD.'s estimated gain on his JPST holdings is $49,466.78, reflecting a 0.32% gain to date.
Whitaker-Myers Wealth Managers, LTD. JPST ($50.60) Holding Chart
Whitaker-Myers Wealth Managers, LTD. 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 % | |||
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