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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
2024-03-31 $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)
Schwab International Equity Etf Etf (SCHF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Jpmorgan Chase & Co Stock (JPM)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Large-cap Etf Etf (VV)

View all positions for Gradient Capital 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