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J P Morgan Exchange Traded F ultra shrt shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $53M 1.0M 50.74
2024-06-30 $52M 1.0M 50.47
2024-03-31 $50M 998k 50.45
2023-12-31 $50M 1.0M 50.23
2023-09-30 $65M 1.3M 50.18
2023-06-30 $69M 1.4M 50.14
2023-03-31 $75M 1.5M 50.32
2022-12-31 $75M 1.5M 50.13
2022-09-30 $79M 1.6M 50.16
2022-06-30 $71M 1.4M 50.09
2022-03-31 $69M 1.4M 50.27
2021-12-31 $50M 992k 50.48
2021-09-30 $47M 933k 50.72
2021-06-30 $43M 852k 50.74
2021-03-31 $38M 753k 50.76
2020-12-31 $33M 645k 50.79
2020-09-30 $27M 523k 50.79
2020-06-30 $13M 254k 50.73
2020-03-31 $12M 250k 49.67
2019-12-31 $11M 212k 50.43
2019-09-30 $3.8M 76k 50.41
2019-06-30 $4.1M 81k 50.39
2019-03-31 $3.3M 66k 50.30
2018-12-31 $1.7M 34k 50.14

More positions owned by United Capital Financial Advisers

Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Microsoft Corporation Common Stock (MSFT)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Eli Lilly And Company Common Stock (LLY)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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