SEC 13F Intelligence

Wallace Advisory Group, LLC / JPST

Wallace Advisory Group, LLC’s J P Morgan Exchange Traded F Position

Does Wallace Advisory Group, LLC own J P Morgan Exchange Traded F (JPST)? Not currently — the last reported position was 29.4K shares worth $1M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q2 2025
Shares
29.4K
% of Portfolio
+1.08%
Quarters Held
11
position exited

Position History JPST

Reported value by quarter
Q4 ’22: $1MQ4 ’22Q1 ’23: $1MQ2 ’23: $1MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $1MQ2 ’25: $1MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202529.4K$1M+1.08%
Q1 202529.5K$1M+1.03%
Q4 202430.1K$2M+1.06%
Q3 202432.2K$2M+1.19%
Q2 202434.4K$2M+1.25%
Q1 202438.1K$2M+1.44%
Q4 202343.3K$2M+1.70%
Q3 202344.7K$2M+1.61%
Q2 202329.1K$1M+1.11%
Q1 202329.1K$1M+1.11%
Q4 202220.2K$1M+0.80%

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