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

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

Historical chart of Sax 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 Sax 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $421k 8.3k 50.73
2025-06-30 $410k 8.1k 50.68
2024-12-31 $413k 8.2k 50.37

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View all positions for Sax Wealth Advisors

Top funds holding J P Morgan Exchange Traded F ultra shrt

Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Betterment
FMR
Charles Schwab Investment Management
Wells Fargo & Company
HB Wealth Management
UBS Group
Wealth Enhancement Advisory Services
Temasek Holdings
Raymond James Financial
HPM Partners
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

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