Ownership history in StrongBox Wealth, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π StrongBox Wealth, LLC underperformed the S&P 500 by β17.6% annually on this JMST position. Timing score: 72% (13/18 decisions correct). Average cost basis: $48.07. Maximum drawdown during holding period: β1.0%.
β Significantly underperformed the S&P 500 by 17.6% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
13 of 18 add/trim decisions correct
Best entry: $45.38 (2022 Q3) Β· Worst: $50.73 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
14 adds Β· 5 trims. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π StrongBox Wealth, LLC has been actively increasing its JMST allocation β a bullish signal from insiders.
Currently 1.74% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size