SEC 13F Intelligence

Carolinas Wealth Consulting LLC / JPST

Carolinas Wealth Consulting LLC’s J P Morgan Exchange Traded F Position

Does Carolinas Wealth Consulting LLC own J P Morgan Exchange Traded F (JPST)? Not currently — the last reported position was 227.9K shares worth $12M in Q2 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$12M
Q2 2025
Shares
227.9K
% of Portfolio
+2.48%
Quarters Held
20
position exited

Position History JPST

Reported value by quarter
Q2 ’20: $5,000Q2 ’20Q3 ’20: $25,000Q4 ’20: $88,000Q1 ’21: $2MQ1 ’21Q2 ’21: $6MQ3 ’21: $8MQ4 ’21: $8MQ4 ’21Q1 ’22: $7MQ2 ’22: $5MQ3 ’22: $5MQ3 ’22Q4 ’22: $6MQ1 ’23: $11MQ2 ’23: $10MQ2 ’23Q3 ’23: $8MQ4 ’23: $7MQ1 ’24: $8MQ1 ’24Q2 ’24: $9MQ3 ’24: $9MQ4 ’24: $12MQ4 ’24Q2 ’25: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025227.9K$12M+2.48%
Q4 2024228.6K$12M+2.27%
Q3 2024185.2K$9M+1.70%
Q2 2024175.9K$9M+1.71%
Q1 2024157.0K$8M+1.56%
Q4 2023139.1K$7M+1.53%
Q3 2023163.7K$8M+2.05%
Q2 2023201.8K$10M+2.01%
Q1 2023211.8K$11M+2.27%
Q4 2022115.8K$6M+1.32%
Q3 202289.9K$5M+1.14%
Q2 2022106.3K$5M+1.32%
Q1 2022131.4K$7M+1.46%
Q4 2021166.3K$8M+1.83%
Q3 2021157.2K$8M+1.86%
Q2 2021109.0K$6M+1.22%
Q1 202141.8K$2M+0.52%
Q4 20201.7K$88,000+0.02%
Q3 2020499$25,000+0.01%
Q2 2020103$5,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carolinas Wealth Consulting LLC’s full portfolio or all institutional holders of JPST.