Skip to content
Disclosery

Keudell/Morrison Wealth Management: JMST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keudell/Morrison Wealth Management on JMST, newest first. How the timeline and the estimate are built.

Keudell/Morrison Wealth Management held 4,935 JMST shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,935 shares
    Change vs previous 13F +730 shares

    0.05% of the 13F portfolio, value $251,685.

    13F-HR 0002085853-26-000737 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,205 shares
    Change vs previous 13F -23,099 shares

    0.04% of the 13F portfolio, value $214,371.

    13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,304 shares
    Change vs previous 13F -41,000 shares

    0.29% of the 13F portfolio, value $1,390,866.

    13F-HR 0002085853-26-000218 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 68,304 shares
    Change vs previous 13F +28,016 shares

    0.77% of the 13F portfolio, value $3,478,040.

    13F-HR 0001667731-25-000921 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 40,288 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,048,645.

    13F-HR 0001667731-25-000495 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).