Ownership history in Laurel Wealth Planning LLC · 18 quarters on record
This page tracks every 13F SEC filing in which Laurel Wealth Planning LLC reported a position in J P MORGAN EXCHANGE-TRADED F (JMST). 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 | 54,768 | +2,277 | +4.3% | 1.55% | $2.8M | $50.73 |
| 2025 Q3 | ADDED | 52,491 | +2,383 | +4.8% | 1.42% | $2.7M | $50.38 |
| 2025 Q2 | ADDED | 50,108 | +1,194 | +2.4% | 1.45% | $2.6M | $49.91 |
| 2025 Q1 | ADDED | 48,914 | +7,848 | +19.1% | 1.65% | $2.5M | $49.46 |
| 2024 Q4 | ADDED | 41,066 | +3,343 | +8.9% | 1.34% | $2.1M | $49.08 |
| 2024 Q3 | REDUCED | 37,723 | -361 | -0.9% | 1.26% | $1.9M | $48.79 |
| 2024 Q2 | ADDED | 38,084 | +10,085 | +36.0% | 1.35% | $1.9M | $48.20 |
| 2024 Q1 | ADDED | 27,999 | +3,105 | +12.5% | 0.94% | $1.4M | $47.78 |
| 2023 Q4 | ADDED | 24,894 | +4,097 | +19.7% | 0.89% | $1.3M | $47.51 |
| 2023 Q3 | ADDED | 20,797 | +1,154 | +5.9% | 0.82% | $1.0M | $46.71 |
As of 2025 Q4 — sorted by position size