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JPST
Showing 8 of 9 quarters

Position history for Waverly Advisors, LLC's holdings in J P MORGAN EXCHANGE TRADED F

Waverly Advisors, LLC holds 1.8M shares of JPST (J P MORGAN EXCHANGE TRADED F), worth $88.9M as of 2026-Q1. The position was increased (+54.5% shares). JPST represents 0.7% of Waverly Advisors, LLC's portfolio.

Current Value

$88.9M

Current Shares

1.8M

Total Value Change

+$72.2M

Total Shares Change

+1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.8M
+54.5%
$88.9M0.7%$50.58
59
2025-Q4
Increased
1.1M
+85.8%
$57.5M0.5%$50.43
55
2025-Q3
Increased
612,321
+23.9%
$31.1M0.3%$49.84
42
2025-Q2
Increased
494,260
+26.8%
$25M0.3%$49.21
42
2025-Q1
Increased
389,787
+0.4%
$19.7M0.2%$48.62
34
2024-Q4
Increased
388,265
+18.1%
$19.6M0.3%$48.03
40
2024-Q3
Decreased
328,615
-0.6%
$16.7M0.3%$47.59
0
2024-Q2
Increased
330,600
+0.6%
$16.7M0.3%$46.71
34

Other major holders of JPST: JPMORGAN CHASE & CO

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