1607 Capital Partners, LLC BBJP — J P MORGAN EXCHANGE TRADED F

Ownership history in 1607 Capital Partners, LLC  ·  10 quarters on record

AI Ownership Summary

1607 Capital Partners, LLC reported J P MORGAN EXCHANGE TRADED F (BBJP) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 7.61% in 2025 Q4. The latest visible filing shows BBJP at 7.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BBJP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1607 Capital Partners, LLC's position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BBJP was reported at 7.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.61% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BBJP stock page 1607 Capital Partners, LLC fund profile 1607 Capital Partners, LLC full holdings
How 1607 Capital Partners, LLC held BBJP — position size vs. price
% of Fund (quarterly)    BBJP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,507,130 -186,752 -11.0% 7.48% $103.9M 2026-05-15 $74.11
2025 Q4 ADDED — — — 1,693,882 +980,237 +137.4% 7.61% $111.6M 2026-02-17 $74.97
2025 Q3 ADDED — — — 713,645 +45,375 +6.8% 3.57% $47.3M 2025-11-14 $65.86
2025 Q2 REDUCED — — — 668,270 -31,120 -4.4% 3.35% $41.3M 2025-08-14 $61.72
2025 Q1 ADDED — — — 699,390 +7,390 +1.1% 3.16% $39.3M 2025-05-15 $56.18
2024 Q4 REDUCED — — — 692,000 -34,050 -4.7% 3.05% $38.0M 2025-02-13 $53.63
2024 Q3 ADDED — — — 726,050 +370,000 +103.9% 3.94% $43.0M 2024-11-14 $51.83
2024 Q2 ADDED — — — 356,050 +42,400 +13.5% 1.80% $20.1M 2024-08-08 $50.06
2024 Q1 REDUCED — — — 313,650 -6,350 -2.0% 1.50% $18.4M 2024-05-13 $51.40
2023 Q4 INITIATED — — — 320,000 — — 1.18% $16.8M 2024-02-13 $50.45

🏢 Other funds also holding BBJP

As of 2026 Q1 — sorted by position size

Investure, LLC 3Y 7Y 11.11% New Vernon Capital Holdings II LLC 3Y 7Y 3.64% PROVIDA PENSION FUND ADMINISTRATOR 3Y 7Y 3.23% Eldridge Investment Advisors, Inc. 3Y 7Y 2.75% BigSur Wealth Management LLC 3Y 7Y 1.89% SENTINEL TRUST CO LBA 3Y 7Y 1.84% Mount Lucas Management LP 3Y 7Y 1.43% Nolet Wealth Management, LLC 1.38% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 0.97% Birnam Oak Advisors, LP 0.86%

FAQ About 1607 Capital Partners, LLC and BBJP

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1607 Capital Partners, LLC reported owning BBJP?

1607 Capital Partners, LLC reported BBJP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BBJP position in 1607 Capital Partners, LLC's portfolio?

The largest reported portfolio weight for BBJP was 7.61% in 2025 Q4.

What is the latest reported BBJP position on this page?

The most recent filing on this page is 2026 Q1, when 1607 Capital Partners, LLC reported 1,507,130 shares, equal to 7.48% of portfolio, with an estimated market value of $103.9M.

What does the chart on this BBJP ownership page compare?

The chart compares 1607 Capital Partners, LLC's quarterly BBJP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 1607 Capital Partners, LLC time their BBJP position?

Based on 13F filing dates vs. subsequent BBJP price moves, 1607 Capital Partners, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on BBJP relative to SPY over the holding period was -2.0%.

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