J P Morgan Exchange Traded F ultra shrt shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of J P Morgan Exchange Traded F ultra shrt (JPST) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in J P Morgan Exchange Traded F ultra shrt
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Quarterly reported holdings in J P Morgan Exchange Traded F ultra shrt by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 48k | 50.74 |
| 2024-06-30 | $2.4M | 47k | 50.47 |
| 2024-03-31 | $2.6M | 52k | 50.45 |
| 2023-12-31 | $2.5M | 50k | 50.23 |
| 2023-09-30 | $2.8M | 56k | 50.18 |
| 2023-06-30 | $3.0M | 59k | 50.14 |
| 2023-03-31 | $2.7M | 54k | 50.32 |
| 2022-12-31 | $3.0M | 59k | 50.13 |
| 2022-09-30 | $4.1M | 82k | 50.16 |
| 2022-06-30 | $5.5M | 109k | 50.09 |
| 2022-03-31 | $4.1M | 81k | 50.26 |
| 2021-12-31 | $4.2M | 83k | 50.48 |
| 2021-09-30 | $4.4M | 86k | 50.72 |
| 2021-06-30 | $4.7M | 93k | 50.74 |
| 2021-03-31 | $4.6M | 91k | 50.75 |
| 2020-12-31 | $4.7M | 93k | 50.79 |
| 2020-09-30 | $4.3M | 84k | 50.80 |
| 2020-06-30 | $3.7M | 73k | 50.76 |
| 2020-03-31 | $3.6M | 73k | 49.67 |
| 2019-12-31 | $3.9M | 77k | 50.43 |
| 2019-09-30 | $393k | 7.8k | 50.45 |
| 2019-06-30 | $393k | 7.8k | 50.45 |
| 2019-03-31 | $392k | 7.8k | 50.32 |
| 2018-12-31 | $391k | 7.8k | 50.19 |
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