JPST J P MORGAN EXCHANGE-TRADED F

Ownership history in Beacon Bank & Trust  ·  22 quarters on record

AI Ownership Summary

Beacon Bank & Trust reported J P MORGAN EXCHANGE-TRADED F (JPST) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.77% in 2025 Q1. The latest visible filing shows JPST at 4.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Bank & Trust's position in J P MORGAN EXCHANGE-TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JPST was reported at 4.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.77% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Beacon Bank & Trust held JPST — position size vs. price
% of Fund (quarterly)    JPST price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 419,166 -179,006 -29.9% 4.30% $21.2M 2026-02-14 (Est.) $50.37
2025 Q3 ADDED 598,172 +32,016 +5.7% 6.53% $30.3M 2025-10-24 $49.70
2025 Q2 ADDED 566,156 +17,332 +3.2% 6.55% $28.7M 2025-07-09 $48.93
2025 Q1 ADDED 548,824 +7,990 +1.5% 6.77% $27.8M 2025-04-17 $48.35
2024 Q4 ADDED 540,834 +13,131 +2.5% 6.33% $27.2M 2025-01-22 $47.84
2024 Q3 ADDED 527,703 +14,167 +2.8% 6.28% $26.8M 2024-10-18 $47.33
2024 Q2 ADDED 513,536 +4,139 +0.8% 6.52% $25.9M 2024-07-12 $46.57
2024 Q1 ADDED 509,397 +172,043 +51.0% 6.38% $25.7M 2024-04-24 $45.91
2023 Q4 ADDED 337,354 +1,759 +0.5% 4.49% $16.9M 2024-01-22 $45.32
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Beacon Bank & Trust and JPST

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beacon Bank & Trust reported owning JPST?

Beacon Bank & Trust reported JPST across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPST position in Beacon Bank & Trust's portfolio?

The largest reported portfolio weight for JPST was 6.77% in 2025 Q1.

What is the latest reported JPST position on this page?

The most recent filing on this page is 2025 Q4, when Beacon Bank & Trust reported 419,166 shares, equal to 4.30% of portfolio, with an estimated market value of $21.2M.

What does the chart on this JPST ownership page compare?

The chart compares Beacon Bank & Trust's quarterly JPST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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