Ownership history in McCarthy & Cox · 5 quarters on record
This page tracks every 13F SEC filing in which McCarthy & Cox 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 Q3 | ADDED | 9,320 | +276 | +3.1% | 0.11% | $476K | $50.38 |
| 2025 Q2 | ADDED | 9,044 | +638 | +7.6% | 0.12% | $461K | $49.91 |
| 2025 Q1 | ADDED | 8,406 | +2,213 | +35.7% | 0.19% | $427K | $49.46 |
| 2024 Q4 | ADDED | 6,193 | +1,968 | +46.6% | 0.11% | $314K | $49.08 |
As of 2025 Q4 — sorted by position size