J P Morgan Exchange Traded F ultra shrt shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of J P Morgan Exchange Traded F ultra shrt (JPST) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in J P Morgan Exchange Traded F ultra shrt
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Quarterly reported holdings in J P Morgan Exchange Traded F ultra shrt by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $404k | 8.0k | 50.23 |
| 2023-09-30 | $403k | 8.0k | 50.18 |
| 2023-06-30 | $403k | 8.0k | 50.14 |
| 2023-03-31 | $404k | 8.0k | 50.32 |
| 2022-12-31 | $469k | 9.4k | 50.13 |
| 2022-09-30 | $568k | 11k | 50.13 |
| 2022-06-30 | $632k | 13k | 50.12 |
| 2022-03-31 | $570k | 11k | 50.30 |
| 2021-12-31 | $652k | 13k | 50.51 |
| 2021-09-30 | $985k | 19k | 50.74 |
| 2021-06-30 | $718k | 14k | 50.73 |
| 2021-03-31 | $873k | 17k | 50.75 |
| 2020-12-31 | $937k | 19k | 50.78 |
| 2020-09-30 | $1.2M | 25k | 50.79 |
| 2020-06-30 | $1.5M | 30k | 50.73 |
| 2020-03-31 | $1.5M | 30k | 49.67 |
| 2019-12-31 | $16M | 316k | 50.43 |
| 2019-09-30 | $16M | 311k | 50.43 |
| 2019-06-30 | $15M | 290k | 50.39 |
| 2019-03-31 | $14M | 279k | 50.30 |
| 2018-12-31 | $14M | 269k | 50.13 |
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