JPST β€” JP MORGAN EXCHANGE TRADED FD

Ownership history in N.E.W. Advisory Services LLC  Β·  24 quarters on record

AI Ownership Summary

N.E.W. Advisory Services LLC reported JP MORGAN EXCHANGE TRADED FD (JPST) in 24 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 5.06% in 2025 Q2. The latest visible filing shows JPST at 4.33% 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 N.E.W. Advisory Services LLC's position in JP MORGAN EXCHANGE TRADED FD, 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 4.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.06% in 2025 Q2

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 N.E.W. Advisory Services 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 1,157,721 +54,022 +4.9% 4.33% $58.6M 2026-02-14 (Est.) $50.55
2025 Q3 ADDED 1,103,699 +74,647 +7.3% 5.00% $56.0M 2025-10-27 $49.88
2025 Q2 REDUCED 1,029,052 -53,562 -4.9% 5.06% $52.2M 2025-08-18 $49.39
2025 Q1 ADDED 1,082,614 +117,651 +12.2% 4.20% $54.8M 2025-05-07 $48.69
2024 Q4 ADDED 964,963 +77,358 +8.7% 4.62% $48.6M 2025-01-24 $48.02
2024 Q3 ADDED 887,605 +85,965 +10.7% 4.44% $45.0M 2024-10-31 $47.50
2024 Q2 ADDED 801,640 +99,066 +14.1% 4.37% $40.5M 2024-08-05 $46.96
2024 Q1 ADDED 702,574 +18,343 +2.7% 3.93% $35.4M 2024-04-24 $46.06
2023 Q4 REDUCED 684,231 -14,363 -2.1% 4.15% $34.4M 2024-02-06 $45.59
2023 Q3 ADDED 698,594 +69,294 +11.0% 4.99% $35.1M 2023-11-06 $44.76
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About N.E.W. Advisory Services 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 N.E.W. Advisory Services LLC reported owning JPST?

N.E.W. Advisory Services LLC reported JPST across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported JPST position in N.E.W. Advisory Services LLC's portfolio?

The largest reported portfolio weight for JPST was 5.06% in 2025 Q2.

What is the latest reported JPST position on this page?

The most recent filing on this page is 2025 Q4, when N.E.W. Advisory Services LLC reported 1,157,721 shares, equal to 4.33% of portfolio, with an estimated market value of $58.6M.

What does the chart on this JPST ownership page compare?

The chart compares N.E.W. Advisory Services 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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