Roof Eidam Maycock Peralta, LLC JMST — JP MORGAN EXCHANGE TRADED FD

Ownership history in Roof Eidam Maycock Peralta, LLC  ·  28 quarters on record

AI Ownership Summary

Roof Eidam Maycock Peralta, LLC reported JP MORGAN EXCHANGE TRADED FD (JMST) in 28 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.41% in 2025 Q1. The latest visible filing shows JMST at 1.16% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JMST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Roof Eidam Maycock Peralta, LLC's position in JP MORGAN EXCHANGE TRADED FD, 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 Q2

JMST was reported at 1.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

JMST stock page Roof Eidam Maycock Peralta, LLC fund profile Roof Eidam Maycock Peralta, LLC full holdings
How Roof Eidam Maycock Peralta, LLC held JMST — position size vs. price
% of Fund (quarterly)    JMST 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 Q2 REDUCED — — — 115,502 -3,947 -3.3% 1.16% $5.9M 2026-07-24 $50.88
2026 Q1 ADDED — — — 119,449 +5,250 +4.6% 1.40% $6.1M 2026-05-14 $50.69
2025 Q4 ADDED — — — 114,199 +8,750 +8.3% 1.32% $5.8M 2026-01-26 $50.43
2025 Q3 ADDED — — — 105,449 +2,000 +1.9% 1.31% $5.4M 2025-10-27 $50.00
2025 Q2 REDUCED — — — 103,449 -900 -0.9% 1.30% $5.3M 2025-07-29 $49.66
2025 Q1 ADDED — — — 104,349 +4,000 +4.0% 1.41% $5.3M 2025-05-09 $49.19
2024 Q4 ADDED — — — 100,349 +36,100 +56.2% 1.31% $5.1M 2025-02-13 $48.86
2024 Q3 ADDED — — — 64,249 +50,250 +359.0% 0.83% $3.3M 2024-10-21 $48.40
2024 Q2 UNCHANGED — — — 13,999 — 0% 0.19% $710K 2024-08-07 $48.11
2024 Q1 UNCHANGED — — — 13,999 — 0% 0.20% $710K 2024-05-06 $47.54
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JMST

As of 2026 Q2 — sorted by position size

Global Wealth Management, LLC 13.05% Resonant Capital Advisors, LLC 3Y 4.49% Boothe Investment Group, Inc. 3Y 7Y 4.41% Interchange Capital Partners, LLC 3Y 3.45% FSM Wealth Advisors, LLC 3Y 2.76% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 2.64% Red Mountain Financial, LLC 2.5% Rosenberg Matthew Hamilton 3Y 2.5% Opal Wealth Advisors, LLC 3Y 2.48% Trust Co 3Y 7Y 2.45%

FAQ About Roof Eidam Maycock Peralta, LLC and JMST

These are the practical questions this page is built to answer before you even open the full history table.

How long has Roof Eidam Maycock Peralta, LLC reported owning JMST?

Roof Eidam Maycock Peralta, LLC reported JMST across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported JMST position in Roof Eidam Maycock Peralta, LLC's portfolio?

The largest reported portfolio weight for JMST was 1.41% in 2025 Q1.

What is the latest reported JMST position on this page?

The most recent filing on this page is 2026 Q2, when Roof Eidam Maycock Peralta, LLC reported 115,502 shares, equal to 1.16% of portfolio, with an estimated market value of $5.9M.

What does the chart on this JMST ownership page compare?

The chart compares Roof Eidam Maycock Peralta, LLC's quarterly JMST 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 Roof Eidam Maycock Peralta, LLC time their JMST position?

Based on 13F filing dates vs. subsequent JMST price moves, Roof Eidam Maycock Peralta, LLC correctly timed 11 out of 17 reported position changes (65%). The annualised alpha on JMST relative to SPY over the holding period was +83.0%.

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