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J P Morgan Exchange Traded F ultra shrt shares owned by Affiance Financial

Quarter-by-quarter ownership of J P Morgan Exchange Traded F ultra shrt (JPST) shares owned by Affiance Financial from 13F filings

Historical chart of Affiance Financial investment in J P Morgan Exchange Traded F ultra shrt

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All positions including J P Morgan Exchange Traded F ultra shrt held by Affiance Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange Traded F ultra shrt by Affiance Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $813k 16k 50.74
2024-06-30 $966k 19k 50.47
2024-03-31 $1.0M 20k 50.45
2023-12-31 $1.1M 22k 50.23
2023-09-30 $1.4M 28k 50.18
2023-06-30 $1.8M 35k 50.14
2023-03-31 $5.0M 99k 50.32
2022-12-31 $1.7M 34k 50.13
2022-09-30 $280k 5.6k 50.11
2022-06-30 $227k 4.5k 50.12
2022-03-31 $368k 7.3k 50.21
2021-12-31 $3.7M 73k 50.49
2021-09-30 $3.1M 61k 50.72
2021-06-30 $3.0M 59k 50.74
2021-03-31 $5.1M 100k 50.76
2020-12-31 $3.2M 62k 50.79
2020-09-30 $3.3M 65k 50.79
2020-06-30 $3.8M 75k 50.73
2020-03-31 $3.0M 60k 49.66
2019-12-31 $4.6M 92k 50.43
2019-09-30 $4.4M 88k 50.43
2019-06-30 $4.8M 95k 50.39
2019-03-31 $4.7M 94k 50.29
2018-12-31 $5.7M 114k 50.13

More positions owned by Affiance Financial

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Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)

View all positions for Affiance Financial

Top funds holding J P Morgan Exchange Traded F ultra shrt

Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
Charles Schwab Investment Management
LPL Financial
HB Wealth Management
Wells Fargo & Company
Wealth Enhancement Advisory Services
HPM Partners
Royal Bank of Canada
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Townsquare Capital
Foster Dykema Cabot & Partners
Cetera Investment Advisers

View all funds holding J P Morgan Exchange Traded F ultra shrt