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J P Morgan Exchange Traded F ultra shrt shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in J P Morgan Exchange Traded F ultra shrt

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All positions including J P Morgan Exchange Traded F ultra shrt held by Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $37M 726k 50.74
2024-06-30 $35M 689k 50.47
2024-03-31 $33M 650k 50.45
2023-12-31 $42M 827k 50.23
2023-09-30 $48M 947k 50.18
2023-06-30 $50M 1.0M 50.14
2023-03-31 $60M 1.2M 50.32
2022-12-31 $57M 1.1M 50.13
2022-09-30 $83M 1.7M 50.16
2022-06-30 $89M 1.8M 50.09
2022-03-31 $92M 1.8M 50.27
2021-12-31 $108M 2.1M 50.50
2021-09-30 $120M 2.4M 50.72
2021-06-30 $108M 2.1M 50.74
2021-03-31 $36M 708k 50.76
2020-12-31 $46k 900 51.11
2020-09-30 $28k 550 50.91
2020-06-30 $18k 350 51.43
2019-09-30 $18k 350 51.43
2019-06-30 $18k 350 51.43
2019-03-31 $18k 350 51.43
2018-12-31 $18k 350 51.43
2018-09-30 $18k 350 51.43
2018-06-30 $25k 500 50.00

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View all positions for Captrust Financial Advisors

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