JPST — J P MORGAN EXCHANGE TRADED F

Ownership history in CIC Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which CIC Wealth, LLC reported a position in J P MORGAN EXCHANGE TRADED F (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.

Peak position
1.26% (2024 Q2)
Avg. % of fund
1.06%
First filed
2022 Q4
Last filed
2024 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 83,083 -7,408 -8.2% 1.09% $4.2M $47.44
2024 Q2 ADDED 90,491 +8,645 +10.6% 1.26% $4.6M $46.56
2024 Q1 ADDED 81,846 +11,895 +17.0% 1.20% $4.1M $45.93
2023 Q4 ADDED 69,951 +3,101 +4.6% 1.11% $3.5M $45.33
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPST price (monthly, adj. close)

Other funds also holding JPST

As of 2025 Q4 — sorted by position size

John A. Wolfe & Associates, Inc. 34.31% Cornerstone Management, Inc. 15.87% FOSTER DYKEMA CABOT & PARTNERS, LLC 15.24% Legacy Wealth Advisors, LLC 14.23% Cobblestone Asset Management LLC 13.97% Mainstream Capital Management LLC 13.57% Phoenix Wealth Advisors 3Y 12.58% LANE BROTHERS & CO INC 12.15% White Wing Wealth Management 12.11% Paradigm Capital Management, LLC/NV 3Y 11.52%
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