Ownership history in OLIO Financial Planning · 14 quarters on record
This page tracks every 13F SEC filing in which OLIO Financial Planning 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 Q4 | ADDED | 18,564 | +1,701 | +10.1% | 0.27% | $946K | $50.73 |
| 2025 Q3 | ADDED | 16,863 | +1,866 | +12.4% | 0.25% | $861K | $50.38 |
| 2025 Q2 | ADDED | 14,997 | +9,367 | +166.4% | 0.24% | $764K | $49.91 |
| 2025 Q1 | REDUCED | 5,630 | -113 | -2.0% | 0.10% | $286K | $49.46 |
| 2024 Q4 | REDUCED | 5,743 | -326 | -5.4% | 0.10% | $291K | $49.08 |
| 2024 Q3 | UNCHANGED | 6,069 | — | 0% | 0.13% | $308K | $48.79 |
| 2024 Q2 | UNCHANGED | 6,069 | — | 0% | 0.13% | $308K | $48.20 |
| 2024 Q1 | UNCHANGED | 6,069 | — | 0% | 0.13% | $308K | $47.78 |
| 2023 Q4 | REDUCED | 6,069 | -6 | -0.1% | 0.13% | $308K | $47.51 |
| 2023 Q3 | ADDED | 6,075 | +519 | +9.3% | 0.14% | $306K | $46.71 |
As of 2025 Q4 — sorted by position size