JMST β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Syverson Strege & Co  Β·  4 quarters on record

AI Ownership Summary

Syverson Strege & Co reported J P MORGAN EXCHANGE TRADED F (JMST) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.76% in 2025 Q1. The latest visible filing shows JMST at 0.62% 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.

What this JMST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Syverson Strege & Co's position in J P MORGAN EXCHANGE TRADED F, 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
2025 Q4

JMST was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% 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
2025 Q1 to 2025 Q4

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.

How Syverson Strege & Co held JMST β€” position size vs. price
% of Fund (quarterly)    JMST price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 51,553 +1,831 +3.7% 0.62% $2.6M 2026-02-14 (Est.) $51.01
2025 Q3 ADDED 49,722 +57 +0.1% 0.61% $2.5M 2025-12-01 $50.54
2025 Q2 ADDED 49,665 +3,064 +6.6% 0.60% $2.5M 2025-08-04 $50.13
2025 Q1 INITIATED 46,601 β€” β€” 0.76% $2.4M 2025-05-13 $49.60

🏒 Other funds also holding JMST

As of 2026 Q1 β€” sorted by position size

Aspen Wealth Management LLC 3Y 1.67%

FAQ About Syverson Strege & Co and JMST

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

How long has Syverson Strege & Co reported owning JMST?

Syverson Strege & Co reported JMST across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported JMST position in Syverson Strege & Co's portfolio?

The largest reported portfolio weight for JMST was 0.76% in 2025 Q1.

What is the latest reported JMST position on this page?

The most recent filing on this page is 2025 Q4, when Syverson Strege & Co reported 51,553 shares, equal to 0.62% of portfolio, with an estimated market value of $2.6M.

What does the chart on this JMST ownership page compare?

The chart compares Syverson Strege & Co'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.

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