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J P Morgan Exchange Traded F ultra shrt shares owned by Core Wealth Advisors

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

Historical chart of Core Wealth Advisors 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 Core Wealth Advisors 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 Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $680k 14k 50.18
2023-06-30 $622k 12k 50.14
2023-03-31 $622k 12k 50.32
2022-12-31 $231k 4.6k 50.13

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Ishares Tr Ishs 1-5yr Invs (IGSB)
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Caterpillar (CAT)
UnitedHealth (UNH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Merck & Co (MRK)

View all positions for Core Wealth Advisors

Top funds holding J P Morgan Exchange Traded F ultra shrt

Jpmorgan Chase & Co
Bank of America Corporation
Charles Schwab Investment Management
UBS Group
HB Wealth Management
Wells Fargo & Company
Jane Street
Wealth Enhancement Advisory Services
HPM Partners
Royal Bank of Canada
Betterment
Advisor Group Holdings
Townsquare Capital
Raymond James Financial Services Advisors
AE Wealth Management

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