JPST β€” J P MORGAN EXCHANGE-TRADED

Ownership history in MCMORGAN & CO LLC  Β·  19 quarters on record

AI Ownership Summary

MCMORGAN & CO LLC reported J P MORGAN EXCHANGE-TRADED (JPST) in 19 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 8.79% in 2023 Q4. The latest visible filing shows JPST at 8.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MCMORGAN & CO LLC's position in J P MORGAN EXCHANGE-TRADED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JPST was reported at 8.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.79% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MCMORGAN & CO LLC held JPST β€” position size vs. price
% of Fund (quarterly)    JPST price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 999,267 +154,275 +18.3% 8.38% $50.6M 2026-02-14 (Est.) $50.55
2025 Q3 ADDED 844,992 +134,742 +19.0% 6.60% $42.9M 2025-11-12 $49.94
2025 Q2 ADDED 710,250 +306,603 +76.0% 5.31% $36.0M 2025-08-13 $49.38
2025 Q1 REDUCED 403,647 -651,028 -61.7% 3.27% $20.4M 2025-05-15 $48.69
2024 Q4 ADDED 1,054,675 +193,556 +22.5% 8.22% $53.1M 2025-02-13 $48.14
2024 Q3 ADDED 861,119 +161,172 +23.0% 6.73% $43.7M 2024-11-13 $47.57
2024 Q2 ADDED 699,947 +172,065 +32.6% 5.60% $35.3M 2024-08-14 $47.03
2024 Q1 REDUCED 527,882 -526,878 -50.0% 4.58% $26.6M 2024-05-15 $46.26
2023 Q4 ADDED 1,054,760 +175,487 +20.0% 8.79% $53.0M 2024-02-13 $45.60
2023 Q3 ADDED 879,273 +160,268 +22.3% 8.15% $44.1M 2023-11-13 $44.82
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About MCMORGAN & CO LLC and JPST

These are the practical questions this page is built to answer before you even open the full history table.

How long has MCMORGAN & CO LLC reported owning JPST?

MCMORGAN & CO LLC reported JPST across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported JPST position in MCMORGAN & CO LLC's portfolio?

The largest reported portfolio weight for JPST was 8.79% in 2023 Q4.

What is the latest reported JPST position on this page?

The most recent filing on this page is 2025 Q4, when MCMORGAN & CO LLC reported 999,267 shares, equal to 8.38% of portfolio, with an estimated market value of $50.6M.

What does the chart on this JPST ownership page compare?

The chart compares MCMORGAN & CO LLC's quarterly JPST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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