JPST — J P MORGAN EXCHANGE TRADED F

Ownership history in OPTIMA CAPITAL LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which OPTIMA CAPITAL LLC reported a position in J P MORGAN EXCHANGE TRADED F (JPST). 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.

Peak position
1.51% (2025 Q4)
Avg. % of fund
1.51%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 68,644 — — 1.51% $3.5M $50.25
% of Fund (quarterly)    JPST price (monthly, adj. close)

Other funds also holding JPST

As of 2025 Q4 — sorted by position size

John A. Wolfe & Associates, Inc. 34.31% Cornerstone Management, Inc. 15.87% FOSTER DYKEMA CABOT & PARTNERS, LLC 15.24% Legacy Wealth Advisors, LLC 14.23% Cobblestone Asset Management LLC 13.97% Mainstream Capital Management LLC 13.57% Phoenix Wealth Advisors 3Y 12.58% LANE BROTHERS & CO INC 12.15% White Wing Wealth Management 12.11% Paradigm Capital Management, LLC/NV 3Y 11.52%
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