Back to WA Waverly Advisors, LLC

JPSTJPST
Showing 8 of 10 quarters

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

Waverly Advisors, LLC holds 2.4M shares of JPST (J P MORGAN EXCHANGE TRADED F), worth $119.4M as of 2026-Q2. The position was increased (+34.4% shares). JPST represents 0.7% of Waverly Advisors, LLC's portfolio.

Current Value

$119.4M

Current Shares

2.4M

Total Value Change

+$102.7M

Total Shares Change

+2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.4M
+34.4%
$119.4M0.7%$50.23
55
2026-Q1
Increased
1.8M
+54.5%
$88.9M0.7%$49.76
59
2025-Q4
Increased
1.1M
+85.8%
$57.5M0.5%$49.41
55
2025-Q3
Increased
612,321
+23.9%
$31.1M0.3%$48.83
42
2025-Q2
Increased
494,260
+26.8%
$25M0.3%$48.25
42
2025-Q1
Increased
389,787
+0.4%
$19.7M0.2%$47.65
34
2024-Q4
Increased
388,265
+18.1%
$19.6M0.3%$47.06
40
2024-Q3
Decreased
328,615
-0.6%
$16.7M0.3%$46.64
0

Other major holders of JPST: JPMORGAN CHASE & CO

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used