Number of Shares
322,283.00
Current Holdings Value*
$16.27 Mil
% of Portfolio
7.51%
Total Estimate Gain
$100,151.10
% of Total Estimate Gain
0.39%

Wunderlich Capital Managemnt's JPMorgan Ultra-Short Income ETF Holding Summary

As of 2024-06-30, Wunderlich Capital Managemnt held 322,283.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $16.27 Mil. This investment constitutes 7.51% of their stock portfolio, and Wunderlich Capital Managemnt now holds -% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.

The initial trade took place in 2020Q1. And since then Wunderlich Capital Managemnt has made 8 purchases of JPST, at an average price of $50.22, for a total of 509,232.00 shares. In addition, there have been 9 sales at an average price of $50.15 for 186,949.00 shares. Based on historical transaction data and JPST's current price of $50.57, Wunderlich Capital Managemnt's estimated gain on his JPST holdings is $100,151.10, reflecting a 0.39% gain to date.

Wunderlich Capital Managemnt JPST ($50.57) Holding Chart

Wunderlich Capital Managemnt JPST ($50.57) 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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