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

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

Historical chart of Kingswood 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 Kingswood 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 41k 50.74
2024-06-30 $2.4M 48k 50.47
2024-03-31 $2.2M 44k 50.45
2023-12-31 $1.9M 39k 50.23
2023-09-30 $2.3M 47k 50.18

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View all positions for Kingswood Wealth 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