Ownership history in Phoenix Wealth Advisors · 6 quarters on record
This page tracks every 13F SEC filing in which Phoenix Wealth Advisors 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 | 186,898 | +2,200 | +1.2% | 3.66% | $9.5M | $50.73 |
| 2025 Q3 | ADDED | 184,698 | +2,052 | +1.1% | 3.62% | $9.4M | $50.38 |
| 2025 Q2 | ADDED | 182,646 | +2,013 | +1.1% | 3.89% | $9.3M | $49.91 |
| 2025 Q1 | REDUCED | 180,633 | -1,764 | -1.0% | 4.00% | $9.2M | $49.46 |
| 2024 Q4 | REDUCED | 182,397 | -1,905 | -1.0% | 4.01% | $9.2M | $49.08 |
| 2024 Q3 | INITIATED | 184,302 | — | — | 4.36% | $9.4M | $48.79 |
As of 2025 Q4 — sorted by position size