Firestone Capital Management JMST J P MORGAN EXCHANGE TRADED F

Ownership history in Firestone Capital Management  ·  6 quarters on record

AI Ownership Summary

Firestone Capital Management reported J P MORGAN EXCHANGE TRADED F (JMST) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.43% in 2026 Q1. The latest visible filing shows JMST at 0.43% 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.

What this JMST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Firestone Capital Management'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

JMST was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 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 Firestone Capital Management held JMST — position size vs. price
% of Fund (quarterly)    JMST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 40,339 +30,279 +301.0% 0.43% $2.1M 2026-05-08 $50.90
2025 Q4 ADDED 10,060 +4,305 +74.8% 0.11% $512K 2026-02-09 $50.73
2025 Q3 REDUCED 5,755 -225 -3.8% 0.06% $294K 2025-11-05 $50.22
2025 Q2 REDUCED 76.4% +0.9% 5,980 -19,353 -76.4% 0.07% $304K 2025-08-08 $49.96
2025 Q1 ADDED 25,333 +1,668 +7.0% 0.34% $1.3M 2025-05-02 $49.33
2024 Q4 INITIATED 23,665 0.30% $1.2M 2025-02-14 $49.09

FAQ About Firestone Capital Management and JMST

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

How long has Firestone Capital Management reported owning JMST?

Firestone Capital Management reported JMST across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JMST position in Firestone Capital Management's portfolio?

The largest reported portfolio weight for JMST was 0.43% in 2026 Q1.

What is the latest reported JMST position on this page?

The most recent filing on this page is 2026 Q1, when Firestone Capital Management reported 40,339 shares, equal to 0.43% of portfolio, with an estimated market value of $2.1M.

What does the chart on this JMST ownership page compare?

The chart compares Firestone Capital Management's quarterly JMST 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.

How well did Firestone Capital Management time their JMST position?

Based on 13F filing dates vs. subsequent JMST price moves, Firestone Capital Management correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on JMST relative to SPY over the holding period was -12.3%.

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