JPST β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Crumly & Associates Inc.  Β·  7 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported J P MORGAN EXCHANGE TRADED F (JPST) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 4.39% in 2025 Q2. The latest visible filing shows JPST at 0.50% 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 Crumly & Associates Inc.'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
2026 Q1

JPST was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.39% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 Crumly & Associates Inc. held JPST β€” position size vs. price
% of Fund (quarterly)    JPST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 46,950 -22,583 -32.5% 0.50% $2.4M 2026-05-15 (Est.) $50.58
2025 Q4 REDUCED 69,533 -95,519 -57.9% 0.74% $3.5M 2026-01-14 $50.15
2025 Q3 REDUCED 165,052 -191,087 -53.7% 1.83% $8.4M 2025-11-03 $49.71
2025 Q2 ADDED 356,139 +350,636 +6371.7% 4.39% $18.0M 2025-07-02 $48.90
2025 Q1 REDUCED 5,503 -50,188 -90.1% 0.08% $279K 2025-04-22 $48.38
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Crumly & Associates Inc. and JPST

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

How long has Crumly & Associates Inc. reported owning JPST?

Crumly & Associates Inc. reported JPST across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported JPST position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for JPST was 4.39% in 2025 Q2.

What is the latest reported JPST position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 46,950 shares, equal to 0.50% of portfolio, with an estimated market value of $2.4M.

What does the chart on this JPST ownership page compare?

The chart compares Crumly & Associates Inc.'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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