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.
| 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 |
| 2024 Q4 | ADDED | 56,265 | +20,439 | +57.1% | 0.89% | $2.8M | $47.87 |
| 2024 Q3 | REDUCED | 35,826 | -73,059 | -67.1% | 0.65% | $1.8M | $47.44 |
| 2023 Q4 | REDUCED | 108,885 | -84,193 | -43.6% | 2.17% | $5.5M | $45.33 |
| 2023 Q3 | ADDED | 193,078 | +39,843 | +26.0% | 4.15% | $9.7M | $44.49 |
| 2023 Q2 | ADDED | 153,235 | +1,479 | +1.0% | 3.19% | $7.7M | $43.90 |
| 2023 Q1 | ADDED | 151,756 | +36,238 | +31.4% | 3.30% | $7.6M | $43.57 |
As of 2025 Q4 — sorted by position size