JPST JP MORGAN EXCHANGE TRADED FD

Ownership history in INSIGHT 2811, INC.  ·  29 quarters on record

This page tracks every 13F SEC filing in which INSIGHT 2811, INC. reported a position in JP MORGAN EXCHANGE TRADED FD (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
4.9% (2024 Q2)
Avg. % of fund
1.75%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 44,027 -7,545 -14.6% 0.98% $2.2M $50.25
2025 Q3 REDUCED 51,572 -27,715 -35.0% 1.17% $2.6M $49.67
2025 Q2 REDUCED 79,287 -14,177 -15.2% 1.90% $4.0M $49.07
2025 Q1 REDUCED 93,464 -4,579 -4.7% 2.40% $4.7M $48.47
2024 Q4 REDUCED 98,043 -81,969 -45.5% 2.54% $4.9M $47.87
2024 Q3 REDUCED 180,012 -6,872 -3.7% 4.55% $9.1M $47.44
2024 Q2 ADDED 186,884 +45,489 +32.2% 4.90% $9.4M $46.56
2024 Q1 ADDED 141,395 +28,880 +25.7% 3.66% $7.1M $45.93
2023 Q4 ADDED 112,515 +53,030 +89.1% 3.08% $5.7M $45.33
2023 Q3 ADDED 59,485 +22,360 +60.2% 1.69% $3.0M $44.49
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPST price (monthly, adj. close)
← Back to INSIGHT 2811, INC. Holdings