Sontag Advisory »

J P Morgan Exchange Traded F ultra shrt shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F ultra shrt by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 46k 50.73
2025-06-30 $2.3M 45k 50.68
2025-03-31 $2.7M 53k 50.63
2024-12-31 $4.1M 82k 50.37
2023-06-30 $1.4M 28k 50.14

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

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