Towneley Capital Management, Inc / DE JMST β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Towneley Capital Management, Inc / DE  Β·  1 quarter on record

AI Ownership Summary

Towneley Capital Management, Inc / DE reported J P MORGAN EXCHANGE TRADED F (JMST) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.05% in 2025 Q4. The latest visible filing shows JMST at 0.05% 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 Towneley Capital Management, Inc / DE'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 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 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 Towneley Capital Management, Inc / DE held JMST β€” position size vs. price
% of Fund (quarterly)    JMST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 4,909 β€” β€” 0.05% $250K 2026-01-30 $50.81

FAQ About Towneley Capital Management, Inc / DE and JMST

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

How long has Towneley Capital Management, Inc / DE reported owning JMST?

Towneley Capital Management, Inc / DE reported JMST across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported JMST position in Towneley Capital Management, Inc / DE's portfolio?

The largest reported portfolio weight for JMST was 0.05% in 2025 Q4.

What is the latest reported JMST position on this page?

The most recent filing on this page is 2025 Q4, when Towneley Capital Management, Inc / DE reported 4,909 shares, equal to 0.05% of portfolio, with an estimated market value of $250K.

What does the chart on this JMST ownership page compare?

The chart compares Towneley Capital Management, Inc / DE'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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