JPST — J P MORGAN EXCHANGE TRADED F

Ownership history in Legacy Wealth Management, Inc  ·  15 quarters on record

This page tracks every 13F SEC filing in which Legacy Wealth Management, Inc 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.

Peak position
19.01% (2022 Q3)
Avg. % of fund
8.37%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,631,362 +83,125 +5.4% 4.76% $82.5M $50.25
2025 Q3 ADDED 1,548,237 +69,920 +4.7% 4.62% $78.5M $49.67
2025 Q2 ADDED 1,478,317 +31,818 +2.2% 4.66% $74.9M $49.07
2025 Q1 ADDED 1,446,499 +1,804 +0.1% 4.88% $73.2M $48.47
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPST price (monthly, adj. close)

Other funds also holding JPST

As of 2025 Q4 — sorted by position size

John A. Wolfe & Associates, Inc. 34.31% Cornerstone Management, Inc. 15.87% FOSTER DYKEMA CABOT & PARTNERS, LLC 15.24% Legacy Wealth Advisors, LLC 14.23% Cobblestone Asset Management LLC 13.97% Mainstream Capital Management LLC 13.57% Phoenix Wealth Advisors 3Y 12.58% LANE BROTHERS & CO INC 12.15% White Wing Wealth Management 12.11% Paradigm Capital Management, LLC/NV 3Y 11.52%
← Back to Legacy Wealth Management, Inc Holdings