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J P Morgan Exchange Traded F ultra shrt shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.5M 50k 50.47
2024-03-31 $3.0M 59k 50.45
2023-12-31 $2.9M 57k 50.23
2023-09-30 $3.3M 67k 50.18
2023-06-30 $3.6M 72k 50.14
2023-03-31 $3.9M 78k 50.32

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View all positions for WR Wealth Planners

Top funds holding J P Morgan Exchange Traded F ultra shrt

Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
FMR
Charles Schwab Investment Management
LPL Financial
UBS Group
HB Wealth Management
Wells Fargo & Company
Wealth Enhancement Advisory Services
Betterment
Envestnet Asset Management
HPM Partners
Royal Bank of Canada
Advisor Group Holdings

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