Position history for Waverly Advisors, LLC's holdings in JP MORGAN EXCHANGE TRADED FD
Waverly Advisors, LLC holds 1.1M shares of JPST (JP MORGAN EXCHANGE TRADED FD), worth $57.5M as of 2025-Q4. The position was increased (++85.8% shares). JPST represents 0.5% of Waverly Advisors, LLC's portfolio.
Current Value
$57.5M
Current Shares
1.1M
Total Value Change
+$40.9M
Total Shares Change
+806,855
Increased |
| 1.1M |
+85.8% |
| $57.5M |
| 0.5% |
| $50.43 |
55 |
| 2025-Q3 | Increased | 612,321 | +23.9% | $31.1M | 0.3% | $49.84 | 42 |
| 2025-Q2 | Increased | 494,260 | +26.8% | $25M | 0.3% | $49.21 | 42 |
| 2025-Q1 | Increased | 389,787 | +0.4% | $19.7M | 0.2% | $48.62 | 34 |
| 2024-Q4 | Increased | 388,265 | +18.1% | $19.6M | 0.3% | $48.03 | 40 |
| 2024-Q3 | Decreased | 328,615 | -0.6% | $16.7M | 0.3% | $47.59 | 0 |
| 2024-Q2 | Increased | 330,600 | +0.6% | $16.7M | 0.3% | $46.71 | 34 |