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J P Morgan Exchange Traded F ultra shrt shares owned by Carlsbad Wealth Advisory Group

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

Historical chart of Carlsbad Wealth Advisory Group 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 Carlsbad Wealth Advisory Group 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 Carlsbad Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $212k 4.2k 50.14

More positions owned by Carlsbad Wealth Advisory Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Bd Index Fds Intermed Term (BIV)
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Home Depot (HD)
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Apple (AAPL)
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View all positions for Carlsbad Wealth Advisory Group

Top funds holding J P Morgan Exchange Traded F ultra shrt

Morgan Stanley
Jpmorgan Chase & Co
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
Royal Bank of Canada
HPM Partners
Advisor Group Holdings

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