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J P Morgan Exchange Traded F ultra shrt shares owned by Schwallier Wealth Management

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

Historical chart of Schwallier Wealth Management 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 Schwallier Wealth Management 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 Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 362k 50.74
2024-06-30 $15M 304k 50.47
2024-03-31 $13M 249k 50.45
2023-12-31 $205k 4.1k 50.23

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Schwallier Wealth Management

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