JMST — J P MORGAN EXCHANGE TRADED F

Ownership history in LPWM LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which LPWM 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.

Peak position
1.21% (2025 Q2)
Avg. % of fund
0.9%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 91,984 +4,138 +4.7% 1.18% $4.7M $50.73
2025 Q3 ADDED 87,846 +6,361 +7.8% 1.20% $4.5M $50.38
2025 Q2 ADDED 81,485 +9,520 +13.2% 1.21% $4.1M $49.91
2025 Q1 ADDED 71,965 +20,597 +40.1% 1.18% $3.7M $49.46
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JMST price (monthly, adj. close)

Other funds also holding JMST

As of 2025 Q4 — sorted by position size

Global Wealth Management, LLC 14.33% Interchange Capital Partners, LLC 3Y 7.12% Salomon & Ludwin, LLC 3Y 7Y 5.28% MY Wealth Management Inc. 3Y 5.28% Boothe Investment Group, Inc. 3Y 7Y 4.87% FSM Wealth Advisors, LLC 3Y 4.29% Resonant Capital Advisors, LLC 3Y 4.02% Stark Wealth Management LLC 3.73% Phoenix Wealth Advisors 3Y 3.66% Auxano Advisors, LLC 3Y 2.95%
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