JMST β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Kooman & Associates  Β·  13 quarters on record

AI Ownership Summary

Kooman & Associates reported J P MORGAN EXCHANGE TRADED F (JMST) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.9% in 2023 Q3. The latest visible filing shows JMST 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 JMST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kooman & Associates'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
2025 Q4

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

High-water mark
Peak Conviction
0.9% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Kooman & Associates held JMST β€” position size vs. price
% of Fund (quarterly)    JMST price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 33,169 +2,506 +8.2% 0.50% $1.7M 2026-02-14 (Est.) $51.01
2025 Q3 ADDED 30,663 +1,486 +5.1% 0.48% $1.6M 2025-10-21 $50.42
2025 Q2 REDUCED 29,177 -3,490 -10.7% 0.50% $1.5M 2025-07-16 $50.00
2025 Q1 ADDED 32,667 +299 +0.9% 0.61% $1.7M 2025-05-02 $49.54
2024 Q4 ADDED 32,368 +885 +2.8% 0.59% $1.6M 2025-02-04 $49.29
2024 Q3 REDUCED 31,483 -2,161 -6.4% 0.59% $1.6M 2024-10-24 $48.79
2024 Q2 ADDED 33,644 +1,918 +6.0% 0.69% $1.7M 2024-08-12 $48.53
2024 Q1 ADDED 31,726 +1,753 +5.8% 0.67% $1.6M 2024-05-14 $47.99
2023 Q4 REDUCED 29,973 -5,464 -15.4% 0.68% $1.5M 2024-01-30 $47.56
2023 Q3 REDUCED 35,437 -814 -2.2% 0.90% $1.8M 2023-11-03 $46.96
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Kooman & Associates and JMST

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

How long has Kooman & Associates reported owning JMST?

Kooman & Associates reported JMST across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported JMST position in Kooman & Associates's portfolio?

The largest reported portfolio weight for JMST was 0.90% in 2023 Q3.

What is the latest reported JMST position on this page?

The most recent filing on this page is 2025 Q4, when Kooman & Associates reported 33,169 shares, equal to 0.50% of portfolio, with an estimated market value of $1.7M.

What does the chart on this JMST ownership page compare?

The chart compares Kooman & Associates'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.

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