Wellington Wealth Strategies »

J P Morgan Exchange Traded F ultra shrt shares owned by Wellington Wealth Strategies

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

Historical chart of Wellington Wealth Strategies 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 Wellington Wealth Strategies 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 Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 94k 50.59
2024-03-31 $2.9M 57k 50.45
2023-12-31 $3.0M 60k 50.23
2020-12-31 $3.0M 60k 50.23

More positions owned by Wellington Wealth Strategies

Invesco S&p Smallcap 600rev Etf S&p Smallcap 600 (RWJ)
Apple (AAPL)
Invesco Senior Loan Etf Sr Ln Etf (BKLN)
Meta Platforms Inc Class A Cl A (META)
NVIDIA Corporation (NVDA)
Ishars Ultr Shrt Trm Bndactv Etf Blackrock Ultra (ICSH)
Amazon (AMZN)
Ishares Treasury Floatngrate Bd Etf TRS FLT RT BD (TFLO)
Jpmorgan Ultra Short Income Etf Ultra Shrt Etf (JPST)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Spdr Short Term Corporate Bnd Etf Portfolio Short (SPSB)
Alphabet Inc Class A Cap Stk Cl A (GOOGL)
Oracle Corporation (ORCL)
Merck & Co (MRK)
Adobe Systems Incorporated (ADBE)

View all positions for Wellington Wealth Strategies

Top funds holding J P Morgan Exchange Traded F ultra shrt

Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
Charles Schwab Investment Management
LPL Financial
HB Wealth Management
Wells Fargo & Company
Wealth Enhancement Advisory Services
HPM Partners
Royal Bank of Canada
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Townsquare Capital
Foster Dykema Cabot & Partners
Cetera Investment Advisers

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