JMST — J P MORGAN EXCHANGE TRADED F

Ownership history in BSW Wealth Partners  ·  4 quarters on record

This page tracks every 13F SEC filing in which BSW Wealth Partners reported a position in J P MORGAN EXCHANGE TRADED F (JMST). 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.

Peak position
0.17% (2024 Q4)
Avg. % of fund
0.12%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 13,944 +98 +0.7% 0.09% $712K $50.38
2025 Q2 REDUCED 13,846 -4,521 -24.6% 0.10% $705K $49.91
2025 Q1 REDUCED 18,367 -4,360 -19.2% 0.14% $934K $49.46
2024 Q4 INITIATED 22,727 — — 0.17% $1.2M $49.08
% of Fund (quarterly)    JMST price (monthly, adj. close)

Other funds also holding JMST

As of 2025 Q4 — sorted by position size

Global Wealth Management, LLC 14.33% Interchange Capital Partners, LLC 3Y 7.12% Salomon & Ludwin, LLC 3Y 7Y 5.28% MY Wealth Management Inc. 3Y 5.28% Boothe Investment Group, Inc. 3Y 7Y 4.87% FSM Wealth Advisors, LLC 3Y 4.29% Resonant Capital Advisors, LLC 3Y 4.02% Stark Wealth Management LLC 3.73% Phoenix Wealth Advisors 3Y 3.66% Auxano Advisors, LLC 3Y 2.95%
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