Philip James Wealth Mangement, LLC JPST — J P MORGAN EXCHANGE TRADED F

Ownership history in Philip James Wealth Mangement, LLC  ·  10 quarters on record

AI Ownership Summary

Philip James Wealth Mangement, LLC reported J P MORGAN EXCHANGE TRADED F (JPST) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 12.4% in 2023 Q4. The latest visible filing shows JPST at 0.53% 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 JPST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Philip James Wealth Mangement, LLC'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

JPST was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.4% in 2023 Q4

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

Time in book
Holding Window
2023 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.

JPST stock page Philip James Wealth Mangement, LLC fund profile Philip James Wealth Mangement, LLC full holdings
How Philip James Wealth Mangement, LLC held JPST — position size vs. price
% of Fund (quarterly)    JPST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 90,974 -91,713 -50.2% 0.53% $4.6M 2026-04-28 $50.42
2025 Q4 REDUCED 7.1% +0.7% ❌ 182,687 -14,021 -7.1% 1.07% $9.2M 2026-01-20 $50.00
2025 Q3 REDUCED 12.4% +1.2% ❌ 196,708 -27,724 -12.4% 1.16% $10.0M 2025-10-24 $49.52
2025 Q2 ADDED — — — 224,432 +4,329 +2.0% 1.45% $11.4M 2025-07-18 $48.84
2025 Q1 REDUCED 6.2% +1.2% ❌ 220,103 -14,599 -6.2% 1.36% $11.1M 2025-04-24 $48.25
2024 Q4 REDUCED — — — 234,702 -6,905 -2.9% 1.53% $11.8M 2025-01-31 $47.75
2024 Q3 ADDED — — — 241,607 +1,132 +0.5% 1.51% $12.3M 2024-10-31 $47.17
2024 Q2 REDUCED 23.6% +1.9% ❌ 240,475 -74,268 -23.6% 8.08% $12.1M 2024-07-23 $46.46
2024 Q1 REDUCED — — — 314,743 -3,969 -1.2% 11.25% $15.9M 2024-04-29 $45.79
2023 Q4 INITIATED — — — 318,712 — — 12.40% $16.0M 2024-01-29 $45.23

🏢 Other funds also holding JPST

As of 2026 Q1 — sorted by position size

Financially Speaking Inc 36.63% Ridgepath Capital Management LLC 23.62% Fluent Financial, LLC 3Y 7Y 23.24% Cornerstone Management, Inc. 16.57% FOSTER DYKEMA CABOT & PARTNERS, LLC 15.32% Ridgeline Wealth Planning, LLC 14.54% Mainstream Capital Management LLC 14.0% LANE BROTHERS & CO INC 12.95% Phoenix Wealth Advisors 3Y 12.93% Cobblestone Asset Management LLC 12.43%

FAQ About Philip James Wealth Mangement, 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 Philip James Wealth Mangement, LLC reported owning JPST?

Philip James Wealth Mangement, LLC reported JPST across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPST position in Philip James Wealth Mangement, LLC's portfolio?

The largest reported portfolio weight for JPST was 12.40% in 2023 Q4.

What is the latest reported JPST position on this page?

The most recent filing on this page is 2026 Q1, when Philip James Wealth Mangement, LLC reported 90,974 shares, equal to 0.53% of portfolio, with an estimated market value of $4.6M.

What does the chart on this JPST ownership page compare?

The chart compares Philip James Wealth Mangement, 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.

How well did Philip James Wealth Mangement, LLC time their JPST position?

Based on 13F filing dates vs. subsequent JPST price moves, Philip James Wealth Mangement, LLC correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on JPST relative to SPY over the holding period was -12.1%.

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