JPST β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Koss-Olinger Consulting, LLC  Β·  11 quarters on record

AI Ownership Summary

Koss-Olinger Consulting, LLC reported J P MORGAN EXCHANGE TRADED F (JPST) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.04% in 2023 Q4. The latest visible filing shows JPST at 0.03% 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 Koss-Olinger Consulting, LLC'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 Q3

JPST was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 Koss-Olinger Consulting, LLC held JPST β€” position size vs. price
% of Fund (quarterly)    JPST price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 6,896 β€” 0% 0.03% $349K 2025-10-20 $49.86
2025 Q2 UNCHANGED 6,896 β€” 0% 0.03% $349K 2025-08-01 $49.31
2025 Q1 REDUCED 6,896 -88 -1.3% 0.03% $349K 2025-05-12 $48.69
2024 Q3 UNCHANGED 6,984 β€” 0% 0.03% $354K 2024-10-21 $47.48
2024 Q2 REDUCED 6,984 -414 -5.6% 0.03% $352K 2024-08-06 $46.97
2023 Q4 ADDED 7,398 +8 +0.1% 0.04% $372K 2024-02-13 $45.60
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Koss-Olinger Consulting, LLC and JPST

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

How long has Koss-Olinger Consulting, LLC reported owning JPST?

Koss-Olinger Consulting, LLC reported JPST across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported JPST position in Koss-Olinger Consulting, LLC's portfolio?

The largest reported portfolio weight for JPST was 0.04% in 2023 Q4.

What is the latest reported JPST position on this page?

The most recent filing on this page is 2025 Q3, when Koss-Olinger Consulting, LLC reported 6,896 shares, equal to 0.03% of portfolio, with an estimated market value of $349K.

What does the chart on this JPST ownership page compare?

The chart compares Koss-Olinger Consulting, LLC'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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