Ownership history in KWMG, LLC · 23 quarters on record
This page tracks every 13F SEC filing in which KWMG, LLC reported a position in J P MORGAN EXCHANGE-TRADED F (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 293,858 | +16,220 | +5.8% | 1.28% | $14.9M | $50.25 |
| 2025 Q3 | ADDED | 277,638 | +17,391 | +6.7% | 1.23% | $14.1M | $49.67 |
| 2025 Q2 | ADDED | 260,247 | +13,824 | +5.6% | 1.24% | $13.2M | $49.07 |
| 2025 Q1 | REDUCED | 246,423 | -28,243 | -10.3% | 1.27% | $12.5M | $48.47 |
| 2024 Q4 | ADDED | 274,666 | +3,763 | +1.4% | 1.42% | $13.8M | $47.87 |
| 2024 Q3 | ADDED | 270,903 | +10,845 | +4.2% | 1.38% | $13.7M | $47.44 |
| 2024 Q2 | ADDED | 260,058 | +16,369 | +6.7% | 1.42% | $13.1M | $46.56 |
| 2024 Q1 | ADDED | 243,689 | +7,895 | +3.3% | 1.35% | $12.3M | $45.93 |
| 2023 Q4 | REDUCED | 235,794 | -166 | -0.1% | 1.39% | $11.8M | $45.33 |
| 2023 Q3 | ADDED | 235,960 | +5,441 | +2.4% | 1.49% | $11.8M | $44.49 |
As of 2025 Q4 — sorted by position size