JMST β€” J P MORGAN EXCHANGE TRADED F

Ownership history in McNamara Financial Services, Inc.  Β·  6 quarters on record

AI Ownership Summary

McNamara Financial Services, Inc. reported J P MORGAN EXCHANGE TRADED F (JMST) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.59% in 2026 Q1. The latest visible filing shows JMST at 1.59% 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.

What this JMST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McNamara Financial Services, Inc.'s position in J P MORGAN EXCHANGE TRADED F, 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
2026 Q1

JMST was reported at 1.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.59% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 McNamara Financial Services, Inc. held JMST β€” position size vs. price
% of Fund (quarterly)    JMST price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 164,302 +4,207 +2.6% 1.59% $8.4M 2026-04-09 $50.92
2025 Q4 ADDED 160,095 +16,925 +11.8% 1.55% $8.2M 2026-01-21 $50.77
2025 Q3 ADDED 143,170 +2,860 +2.0% 1.36% $7.3M 2025-11-14 $50.38
2025 Q2 ADDED 140,310 +14,560 +11.6% 1.42% $7.1M 2025-07-25 $49.96
2025 Q1 ADDED 125,750 +8,877 +7.6% 1.38% $6.4M 2025-04-11 $49.17
2024 Q4 INITIATED 116,873 β€” β€” 1.39% $5.9M 2025-01-24 $49.12

FAQ About McNamara Financial Services, Inc. and JMST

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

How long has McNamara Financial Services, Inc. reported owning JMST?

McNamara Financial Services, Inc. reported JMST across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JMST position in McNamara Financial Services, Inc.'s portfolio?

The largest reported portfolio weight for JMST was 1.59% in 2026 Q1.

What is the latest reported JMST position on this page?

The most recent filing on this page is 2026 Q1, when McNamara Financial Services, Inc. reported 164,302 shares, equal to 1.59% of portfolio, with an estimated market value of $8.4M.

What does the chart on this JMST ownership page compare?

The chart compares McNamara Financial Services, Inc.'s quarterly JMST 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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