Transform Wealth, LLC JMST — J P MORGAN EXCHANGE-TRADED F

Ownership history in Transform Wealth, LLC  ·  17 quarters on record

AI Ownership Summary

Transform Wealth, LLC reported J P MORGAN EXCHANGE-TRADED F (JMST) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.88% in 2024 Q4. The latest visible filing shows JMST at 0.33% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JMST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Transform Wealth, LLC'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 Q1

JMST was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q1

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.

JMST stock page Transform Wealth, LLC fund profile Transform Wealth, LLC full holdings
How Transform Wealth, LLC held JMST — position size vs. price
% of Fund (quarterly)    JMST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 65.3% +0.9% ❌ 108,104 -203,764 -65.3% 0.33% $5.5M 2025-05-15 (Est.) $49.40
2024 Q4 ADDED — — — 311,868 +120,483 +63.0% 0.88% $15.9M 2025-01-17 $48.96
2024 Q3 ADDED — — — 191,385 +106,142 +124.5% 0.65% $9.7M 2024-10-16 $48.59
2024 Q2 REDUCED 36.3% +1.2% ❌ 85,243 -48,512 -36.3% 0.32% $4.3M 2024-07-15 $48.11
2024 Q1 ADDED — — — 133,755 +68,870 +106.1% 0.64% $6.8M 2024-04-16 $47.60
2023 Q4 ADDED — — — 64,885 +16,489 +34.1% 0.32% $3.3M 2024-01-18 $47.26
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JMST

As of 2026 Q1 — sorted by position size

Global Wealth Management, LLC 14.53% IF Advisors, LLC 5.69% Salomon & Ludwin, LLC 3Y 7Y 5.44% Apex Wealth Management, LLC 4.96% Resonant Capital Advisors, LLC 3Y 4.6% Phoenix Wealth Advisors 3Y 4.13% Boulder Wealth Advisors, LLC 3.91% Interchange Capital Partners, LLC 3Y 3.52% TFO Wealth Partners, LLC 3Y 3.17% FSM Wealth Advisors, LLC 3Y 3.13%

FAQ About Transform Wealth, LLC and JMST

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

How long has Transform Wealth, LLC reported owning JMST?

Transform Wealth, LLC reported JMST across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported JMST position in Transform Wealth, LLC's portfolio?

The largest reported portfolio weight for JMST was 0.88% in 2024 Q4.

What is the latest reported JMST position on this page?

The most recent filing on this page is 2025 Q1, when Transform Wealth, LLC reported 108,104 shares, equal to 0.33% of portfolio, with an estimated market value of $5.5M.

What does the chart on this JMST ownership page compare?

The chart compares Transform Wealth, LLC'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.

How well did Transform Wealth, LLC time their JMST position?

Based on 13F filing dates vs. subsequent JMST price moves, Transform Wealth, LLC correctly timed 8 out of 16 reported position changes (50%). The annualised alpha on JMST relative to SPY over the holding period was -7.9%.

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