Ownership history in PACES FERRY WEALTH ADVISORS, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which PACES FERRY WEALTH ADVISORS, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 242,396 | +17,776 | +7.9% | 4.98% | $12.3M | $50.25 |
| 2025 Q3 | ADDED | 224,620 | +1,849 | +0.8% | 4.74% | $11.4M | $49.67 |
| 2025 Q2 | ADDED | 222,771 | +5,911 | +2.7% | 5.19% | $11.3M | $49.07 |
| 2025 Q1 | ADDED | 216,860 | +7,661 | +3.7% | 5.46% | $11.0M | $48.47 |
| 2024 Q4 | ADDED | 209,199 | +17,235 | +9.0% | 5.12% | $10.5M | $47.87 |
| 2024 Q3 | ADDED | 191,964 | +14,972 | +8.5% | 5.60% | $9.7M | $47.44 |
| 2024 Q2 | ADDED | 176,992 | +15,335 | +9.5% | 5.39% | $8.9M | $46.56 |
| 2024 Q1 | ADDED | 161,657 | +7,466 | +4.8% | 5.22% | $8.2M | $45.93 |
| 2023 Q4 | ADDED | 154,191 | +6,852 | +4.7% | 5.39% | $7.7M | $45.33 |
| 2023 Q3 | ADDED | 147,339 | +5,303 | +3.7% | 5.86% | $7.4M | $44.49 |
As of 2025 Q4 — sorted by position size