Ownership history in LPWM LLC · 15 quarters on record
This page tracks every 13F SEC filing in which LPWM 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 | REDUCED | 321,899 | -34,266 | -9.6% | 4.11% | $16.3M | $50.25 |
| 2025 Q3 | ADDED | 356,165 | +1,850 | +0.5% | 4.82% | $18.1M | $49.67 |
| 2025 Q2 | ADDED | 354,315 | +35,486 | +11.1% | 5.24% | $18.0M | $49.07 |
| 2025 Q1 | ADDED | 318,829 | +134,762 | +73.2% | 5.20% | $16.1M | $48.47 |
As of 2025 Q4 — sorted by position size