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J P Morgan Exchange Traded F ultra shrt shares owned by Gradient Capital Advisors

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

Historical chart of Gradient Capital 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 Gradient Capital 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 Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.7M 132k 50.74
2024-06-30 $6.7M 132k 50.47
2024-03-31 $6.7M 133k 50.45
2023-12-31 $6.8M 136k 50.23
2023-09-30 $7.1M 141k 50.18
2023-06-30 $7.5M 149k 50.14
2023-03-31 $7.7M 152k 50.32
2022-12-31 $7.5M 150k 50.13
2022-09-30 $7.8M 155k 50.16
2022-06-30 $8.0M 161k 50.09
2022-03-31 $11M 219k 50.27
2021-12-31 $13M 258k 50.48
2021-09-30 $13M 252k 50.72
2021-06-30 $13M 261k 50.74
2021-03-31 $13M 259k 50.75
2020-12-31 $11M 225k 50.79
2020-09-30 $10M 199k 50.80
2020-06-30 $6.7M 133k 50.73
2020-03-31 $3.8M 76k 49.67
2019-12-31 $3.4M 68k 50.43
2019-09-30 $2.1M 42k 50.43
2019-06-30 $2.0M 40k 50.39
2019-03-31 $2.2M 44k 50.30
2018-12-31 $2.0M 41k 50.12
2018-09-30 $983k 20k 50.14

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional Us Marketwide Value Etf Etf (DFUV)

View all positions for Gradient Capital Advisors

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