Carlsbad Wealth Advisory Group »

J P Morgan Exchange Traded F ultra shrt shares owned by Carlsbad Wealth Advisory Group

Quarter-by-quarter ownership of J P Morgan Exchange Traded F ultra shrt (JPST) shares owned by Carlsbad Wealth Advisory Group from 13F filings

Historical chart of Carlsbad Wealth Advisory Group investment in J P Morgan Exchange Traded F ultra shrt

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F ultra shrt by Carlsbad Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $212k 4.2k 50.14

More positions owned by Carlsbad Wealth Advisory Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Home Depot (HD)
Vanguard Bd Index Fds Long Term Bond (BLV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Reit Etf (SCHH)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Carlsbad Wealth Advisory Group

Top funds holding J P Morgan Exchange Traded F ultra shrt

Jpmorgan Chase & Co
FMR
Bank of America Corporation
Charles Schwab Investment Management
LPL Financial
UBS Group
HB Wealth Management
Wells Fargo & Company
Wealth Enhancement Advisory Services
Betterment
HPM Partners
Royal Bank of Canada
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Townsquare Capital

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