Ownership history in StrongBox Wealth, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which StrongBox Wealth, LLC 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 | 103,916 | +9,009 | +9.5% | 1.74% | $5.3M | $50.73 |
| 2025 Q3 | ADDED | 94,907 | +6,704 | +7.6% | 1.64% | $4.8M | $50.38 |
| 2025 Q2 | ADDED | 88,203 | +12,655 | +16.8% | 1.70% | $4.5M | $49.91 |
| 2025 Q1 | ADDED | 75,548 | +9,825 | +14.9% | 1.60% | $3.8M | $49.46 |
| 2024 Q4 | ADDED | 65,723 | +17,123 | +35.2% | 1.41% | $3.3M | $49.08 |
| 2024 Q3 | ADDED | 48,600 | +14,310 | +41.7% | 1.06% | $2.5M | $48.79 |
| 2024 Q2 | ADDED | 34,290 | +9,965 | +41.0% | 0.82% | $1.7M | $48.20 |
| 2024 Q1 | UNCHANGED | 24,325 | — | 0% | 0.72% | $1.2M | $47.78 |
| 2023 Q4 | ADDED | 24,325 | +1,950 | +8.7% | 0.72% | $1.2M | $47.51 |
| 2023 Q3 | REDUCED | 22,375 | -2,000 | -8.2% | 0.72% | $1.1M | $46.71 |
As of 2025 Q4 — sorted by position size