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 |
| 2024 Q4 | ADDED | 184,067 | +19,124 | +11.6% | 2.98% | $9.3M | $47.87 |
| 2024 Q3 | REDUCED | 164,943 | -2,673 | -1.6% | 2.73% | $8.3M | $47.44 |
| 2024 Q2 | REDUCED | 167,616 | -4,257 | -2.5% | 2.91% | $8.4M | $46.56 |
| 2024 Q1 | REDUCED | 171,873 | -1,744 | -1.0% | 3.17% | $8.6M | $45.93 |
| 2023 Q4 | REDUCED | 173,617 | -64,006 | -26.9% | 3.45% | $8.7M | $45.33 |
| 2023 Q3 | ADDED | 237,623 | +23,501 | +11.0% | 5.34% | $11.9M | $44.49 |
As of 2025 Q4 — sorted by position size