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Jp Morgan Exchange Traded Fd ultra shrt etf shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd ultra shrt etf (JMST) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Jp Morgan Exchange Traded Fd ultra shrt etf

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All positions including Jp Morgan Exchange Traded Fd ultra shrt etf held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jp Morgan Exchange Traded Fd ultra shrt etf by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.3M 66k 50.45
2023-06-30 $3.4M 66k 50.65
2023-03-31 $3.3M 66k 50.79
2022-12-31 $3.3M 66k 50.54
2022-09-30 $3.3M 66k 50.30
2022-06-30 $3.4M 67k 50.66
2022-03-31 $3.5M 70k 50.65
2021-12-31 $3.6M 71k 51.07
2021-09-30 $3.3M 65k 51.07
2021-06-30 $3.1M 61k 51.04
2021-03-31 $2.6M 51k 51.05
2020-12-31 $2.3M 45k 51.05

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Airbnb Common Stock (ABNB)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth Advisors

Top funds holding Jp Morgan Exchange Traded Fd ultra shrt etf

Bank of America Corporation
Fiduciary Trust Company
Wells Fargo & Company
UBS Group
CWM
Resonant Capital Advisors
HPM Partners
Bridgewater Advisors
Jpmorgan Chase & Co
Weatherly Asset Management
CliftonLarsonAllen Wealth Advisors
CI Private Wealth
Global Strategic Investment Solutions
Advisor Group Holdings
Captrust Financial Advisors

View all funds holding Jp Morgan Exchange Traded Fd ultra shrt etf