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J P Morgan Exchange Traded F ultra shrt shares owned by Valley Financial Management

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

Historical chart of Valley Financial 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 Valley Financial 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 Valley Financial Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $6.7M 133k 50.14
2023-03-31 $5.7M 112k 50.32

More positions owned by Valley Financial Management

Vanguard Russell 1000 Growth ETF Exchange Traded Fund (VONG)
VanEck Morningstar Wide Moat ETF Exchange Traded Fund (MOAT)
WisdomTree Europe Quality Div Gr ETF Exchange Traded Fund (EUDG)
WisdomTree Europe Hedged Equity ETF Exchange Traded Fund (HEDJ)
Vanguard Value ETF Exchange Traded Fund (VTV)
iShares Semiconductor ETF Exchange Traded Fund (SOXX)
iShares Core US Aggregate Bond ETF Exchange Traded Fund (AGG)
Invesco Aerospace & Defense ETF Exchange Traded Fund (PPA)
Health Care Select Sector SPDR Exchange Traded Fund (XLV)
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)
SPDR Exchange Traded Fund (KRE)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
iShares Core MSCI Pacific ETF Exchange Traded Fund (IPAC)
SPDR Exchange Traded Fund (XOP)
Vanguard Mid-Cap Growth ETF Exchange Traded Fund (VOT)

View all positions for Valley Financial Management

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