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JMST
Showing 8 of 18 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in J P MORGAN EXCHANGE TRADED F

AXXCESS WEALTH MANAGEMENT, LLC holds 383,264 shares of JMST (J P MORGAN EXCHANGE TRADED F), worth $19.5M as of 2026-Q1. The position was increased (+18.5% shares). JMST represents 0.6% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$19.5M

Current Shares

383,264

Total Value Change

+$14.9M

Total Shares Change

+291,322

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
383,264
+18.5%
$19.5M0.6%$50.99
47
2025-Q4
Increased
323,330
+13.7%
$16.5M0.3%$50.84
38
2025-Q3
Increased
284,297
+8.0%
$14.5M0.3%$50.48
36
2025-Q2
Increased
263,278
+65.0%
$13.4M0.3%$50.01
49
2025-Q1
Increased
159,576
+17.2%
$8.1M0.2%$49.54
38
2024-Q4
Decreased
136,132
-3.9%
$6.9M0.2%$49.18
0
2024-Q3
Increased
141,675
+54.1%
$7.2M0.2%$48.91
46
2024-Q2
Increased
91,942
+5.5%
$4.7M0.1%$48.31
34

Other major holders of JMST: BANK OF AMERICA CORP /DE/, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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