JPST β€” J P MORGAN EXCHANGE TRADED F

Ownership history in White Wing Wealth Management  Β·  9 quarters on record

AI Ownership Summary

White Wing Wealth Management reported J P MORGAN EXCHANGE TRADED F (JPST) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 15.44% in 2023 Q4. The latest visible filing shows JPST at 12.11% 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 JPST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was White Wing Wealth Management'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

JPST was reported at 12.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.44% in 2023 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 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 White Wing Wealth Management held JPST β€” position size vs. price
% of Fund (quarterly)    JPST price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 401,082 -3,178 -0.8% 12.11% $20.3M 2026-02-14 (Est.) $50.55
2025 Q3 ADDED 404,260 +5,864 +1.5% 12.69% $20.4M 2025-10-31 $49.90
2025 Q2 ADDED 398,396 +12,283 +3.2% 13.68% $20.2M 2025-07-10 $49.10
2025 Q1 ADDED 386,113 +59,790 +18.3% 15.19% $19.5M 2025-04-21 $48.55
2024 Q4 ADDED 326,323 +17,607 +5.7% 12.22% $16.4M 2025-02-03 $48.10
2024 Q3 ADDED 308,716 +1,468 +0.5% 12.07% $15.7M 2024-10-07 $47.39
2024 Q2 REDUCED 307,248 -12,063 -3.8% 12.41% $15.5M 2024-08-01 $46.90
2024 Q1 REDUCED 319,311 -14,758 -4.4% 13.31% $16.0M 2024-04-17 $46.03
2023 Q4 INITIATED 334,069 β€” β€” 15.44% $16.8M 2024-01-25 $45.52

🏒 Other funds also holding JPST

As of 2026 Q1 β€” sorted by position size

Aspen Wealth Management LLC 3Y 2.57% BancFirst Trust & Investment Management 3Y 1.2%

FAQ About White Wing Wealth Management and JPST

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

How long has White Wing Wealth Management reported owning JPST?

White Wing Wealth Management reported JPST across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPST position in White Wing Wealth Management's portfolio?

The largest reported portfolio weight for JPST was 15.44% in 2023 Q4.

What is the latest reported JPST position on this page?

The most recent filing on this page is 2025 Q4, when White Wing Wealth Management reported 401,082 shares, equal to 12.11% of portfolio, with an estimated market value of $20.3M.

What does the chart on this JPST ownership page compare?

The chart compares White Wing Wealth Management's quarterly JPST 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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