Ownership history in APPLETON PARTNERS INC/MA · 32 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 U (JPST). 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 | REDUCED | 479,117 | -3,609 | -0.7% | 1.60% | $24.2M | $50.25 |
| 2025 Q3 | ADDED | 482,726 | +22,196 | +4.8% | 1.64% | $24.5M | $49.67 |
| 2025 Q2 | REDUCED | 460,530 | -21,703 | -4.5% | 1.65% | $23.3M | $49.07 |
| 2025 Q1 | REDUCED | 482,233 | -11,229 | -2.3% | 1.89% | $24.4M | $48.47 |
| 2024 Q4 | REDUCED | 493,462 | -85,396 | -14.8% | 1.84% | $24.9M | $47.87 |
| 2024 Q3 | REDUCED | 578,858 | -23,082 | -3.8% | 2.16% | $29.4M | $47.44 |
| 2024 Q2 | REDUCED | 601,940 | -44,896 | -6.9% | 2.34% | $30.4M | $46.56 |
| 2024 Q1 | REDUCED | 646,836 | -211,485 | -24.6% | 2.53% | $32.6M | $45.93 |
| 2023 Q4 | REDUCED | 858,321 | -116,659 | -12.0% | 3.48% | $43.1M | $45.33 |
| 2023 Q3 | REDUCED | 974,980 | -115,736 | -10.6% | 4.35% | $48.9M | $44.49 |
As of 2025 Q4 — sorted by position size