JPST — J P MORGAN EXCHANGE TRADED F

Ownership history in WT Wealth Management  ·  13 quarters on record

This page tracks every 13F SEC filing in which WT Wealth Management reported a position in J P MORGAN EXCHANGE TRADED F (JPST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.15% (2023 Q3)
Avg. % of fund
2.38%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 141,673 -4,321 -3.0% 2.06% $7.2M $50.25
2025 Q3 ADDED 145,994 +3,383 +2.4% 2.13% $7.4M $49.67
2025 Q2 ADDED 142,611 +13,169 +10.2% 2.14% $7.2M $49.07
2025 Q1 ADDED 129,442 +73,177 +130.1% 2.13% $6.6M $48.47
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPST price (monthly, adj. close)

Other funds also holding JPST

As of 2025 Q4 — sorted by position size

John A. Wolfe & Associates, Inc. 34.31% Cornerstone Management, Inc. 15.87% FOSTER DYKEMA CABOT & PARTNERS, LLC 15.24% Legacy Wealth Advisors, LLC 14.23% Cobblestone Asset Management LLC 13.97% Mainstream Capital Management LLC 13.57% Phoenix Wealth Advisors 3Y 12.58% LANE BROTHERS & CO INC 12.15% White Wing Wealth Management 12.11% Paradigm Capital Management, LLC/NV 3Y 11.52%
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