Waterloo Capital »

J P Morgan Exchange Traded F ultra shrt shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $446k 8.9k 50.37
2024-09-30 $735k 15k 50.74
2024-06-30 $824k 16k 50.47
2024-03-31 $839k 17k 50.45
2023-09-30 $1.1M 22k 50.18
2023-06-30 $422k 8.4k 50.14
2023-03-31 $6.9M 137k 50.32
2020-03-31 $2.2M 45k 49.68

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)

View all positions for Waterloo Capital

Top funds holding J P Morgan Exchange Traded F ultra shrt

Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
FMR
LPL Financial
Charles Schwab Investment Management
UBS Group
HB Wealth Management
Wells Fargo & Company
Betterment
Wealth Enhancement Advisory Services
HPM Partners
Cambridge Investment Research Advisors
Royal Bank of Canada
Raymond James Financial

View all funds holding J P Morgan Exchange Traded F ultra shrt