Ownership history in StrongBox Wealth, LLC · 24 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 (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 | 595,494 | +23,883 | +4.2% | 9.90% | $30.1M | $50.25 |
| 2025 Q3 | ADDED | 571,611 | +17,950 | +3.2% | 9.81% | $29.0M | $49.67 |
| 2025 Q2 | ADDED | 553,661 | +26,303 | +5.0% | 10.65% | $28.1M | $49.07 |
| 2025 Q1 | ADDED | 527,358 | +36,371 | +7.4% | 11.13% | $26.7M | $48.47 |
| 2024 Q4 | ADDED | 490,987 | +73,609 | +17.6% | 10.47% | $24.7M | $47.87 |
| 2024 Q3 | ADDED | 417,378 | +815 | +0.2% | 9.07% | $21.2M | $47.44 |
| 2024 Q2 | ADDED | 416,563 | +90,738 | +27.8% | 9.93% | $21.0M | $46.56 |
| 2024 Q1 | UNCHANGED | 325,825 | — | 0% | 9.55% | $16.4M | $45.93 |
| 2023 Q4 | ADDED | 325,825 | +4,892 | +1.5% | 9.55% | $16.4M | $45.33 |
| 2023 Q3 | ADDED | 320,933 | +18,747 | +6.2% | 10.25% | $16.1M | $44.49 |
As of 2025 Q4 — sorted by position size