SEC 13F Intelligence

Centricity Wealth Management, LLC / JPST

Centricity Wealth Management, LLC’s J P Morgan Exchange Traded F Position

Does Centricity Wealth Management, LLC own J P Morgan Exchange Traded F (JPST)? Yes — 128.8K shares worth $7M (+5.22% of its 13F portfolio) as of Q2 2025, up from 100.4K shares the prior filed quarter.

Position Value
$7M
Q2 2025
Shares
128.8K
% of Portfolio
+5.22%
Quarters Held
3
currently held

Position History JPST

Reported value by quarter
Q4 ’24: $5MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $7MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025128.8K$7M+5.22%
Q1 2025100.4K$5M+4.61%
Q4 202492.1K$5M+4.33%

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