SEC 13F Intelligence

Appleton Partners Inc/Ma / JPST

Appleton Partners Inc/Ma’s J P Morgan Exchange Traded F Position

Does Appleton Partners Inc/Ma own J P Morgan Exchange Traded F (JPST)? Yes — 455.1K shares worth $23M (+1.61% of its 13F portfolio) as of Q1 2026, down from 479.1K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
455.1K
% of Portfolio
+1.61%
Quarters Held
30
currently held

Position History JPST

Reported value by quarter
Q4 ’18: $29MQ4 ’18Q1 ’19: $34MQ2 ’19: $35MQ3 ’19: $33MQ4 ’19: $30MQ4 ’19Q1 ’20: $30MQ2 ’20: $31MQ3 ’20: $28MQ4 ’20: $31MQ4 ’20Q1 ’21: $29MQ2 ’21: $31MQ3 ’21: $33MQ4 ’21: $32MQ4 ’21Q1 ’22: $35MQ2 ’22: $49MQ3 ’22: $49MQ4 ’22: $53MQ4 ’22Q1 ’23: $66MQ2 ’23: $55MQ3 ’23: $49MQ4 ’23: $43MQ4 ’23Q1 ’24: $33MQ2 ’24: $30MQ3 ’24: $29MQ4 ’24: $25MQ4 ’24Q1 ’25: $24MQ2 ’25: $23MQ3 ’25: $24MQ4 ’25: $24MQ4 ’25Q1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026455.1K$23M+1.61%
Q4 2025479.1K$24M+1.60%
Q3 2025482.7K$24M+1.64%
Q2 2025460.5K$23M+1.65%
Q1 2025482.2K$24M+1.89%
Q4 2024493.5K$25M+1.84%
Q3 2024578.9K$29M+2.16%
Q2 2024601.9K$30M+2.34%
Q1 2024646.8K$33M+2.53%
Q4 2023858.3K$43M+3.48%
Q3 2023975.0K$49M+4.35%
Q2 20231.09M$55M+4.62%
Q1 20231.32M$66M+5.90%
Q4 20221.06M$53M+5.04%
Q3 2022969.1K$49M+4.86%
Q2 2022979.2K$49M+4.64%
Q1 2022687.3K$35M+2.82%
Q4 2021634.8K$32M+2.41%
Q3 2021653.9K$33M+2.76%
Q2 2021603.0K$31M+2.61%
Q1 2021568.2K$29M+2.68%
Q4 2020606.9K$31M+3.03%
Q3 2020559.9K$28M+3.14%
Q2 2020604.2K$31M+3.67%
Q1 2020603.1K$30M+4.15%
Q4 2019594.3K$30M+3.29%
Q3 2019658.2K$33M+4.01%
Q2 2019698.3K$35M+4.35%
Q1 2019679.0K$34M+4.53%
Q4 2018570.5K$29M+4.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Appleton Partners Inc/Ma’s full portfolio or all institutional holders of JPST.