Ownership history in APPLETON PARTNERS INC/MA · 33 quarters on record
This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in JP MORGAN EXCHANGE TRADED FD D (JPSE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 190,012 | +4,756 | +2.6% | 0.63% | $9.5M | $50.07 |
| 2025 Q3 | ADDED | 185,256 | +3,113 | +1.7% | 0.62% | $9.2M | $49.50 |
| 2025 Q2 | REDUCED | 182,143 | -150 | -0.1% | 0.59% | $8.3M | $45.01 |
| 2025 Q1 | ADDED | 182,293 | +5,349 | +3.0% | 0.61% | $7.9M | $42.97 |
| 2024 Q4 | REDUCED | 176,944 | -757 | -0.4% | 0.61% | $8.3M | $46.04 |
| 2024 Q3 | ADDED | 177,701 | +842 | +0.5% | 0.63% | $8.5M | $46.95 |
| 2024 Q2 | ADDED | 176,859 | +3,660 | +2.1% | 0.59% | $7.7M | $42.44 |
| 2024 Q1 | ADDED | 173,199 | +1,193 | +0.7% | 0.61% | $7.8M | $43.80 |
| 2023 Q4 | ADDED | 172,006 | +1,795 | +1.1% | 0.61% | $7.6M | $42.60 |
| 2023 Q3 | ADDED | 170,211 | +1,520 | +0.9% | 0.59% | $6.7M | $37.71 |
As of 2025 Q4 — sorted by position size