3Chopt Investment Partners, LLC JDIV β€” J P MORGAN EXCHANGE TRADED F

Ownership history in 3Chopt Investment Partners, LLC  Β·  3 quarters on record

AI Ownership Summary

3Chopt Investment Partners, LLC reported J P MORGAN EXCHANGE TRADED F (JDIV) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows JDIV at 0.00% 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 JDIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 3Chopt Investment 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

JDIV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 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.

How 3Chopt Investment Partners, LLC held JDIV β€” position size vs. price
% of Fund (quarterly)    JDIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 132 +17 +14.8% 0.00% $7K 2026-04-23 $55.53
2025 Q4 ADDED β€” β€” β€” 115 +3 +2.7% 0.00% $6K 2026-02-10 $56.08
2025 Q3 INITIATED β€” β€” β€” 112 β€” β€” 0.00% $6K 2025-10-20 $53.18

FAQ About 3Chopt Investment Partners, LLC and JDIV

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

How long has 3Chopt Investment Partners, LLC reported owning JDIV?

3Chopt Investment Partners, LLC reported JDIV across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported JDIV position in 3Chopt Investment Partners, LLC's portfolio?

The largest reported portfolio weight for JDIV was 0.00% in 2026 Q1.

What is the latest reported JDIV position on this page?

The most recent filing on this page is 2026 Q1, when 3Chopt Investment Partners, LLC reported 132 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this JDIV ownership page compare?

The chart compares 3Chopt Investment Partners, LLC's quarterly JDIV 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.

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