3Chopt Investment Partners, LLC JADE — J P MORGAN EXCHANGE TRADED F

Ownership history in 3Chopt Investment Partners, LLC  ·  4 quarters on record

AI Ownership Summary

3Chopt Investment Partners, LLC reported J P MORGAN EXCHANGE TRADED F (JADE) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. The latest visible filing shows JADE 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 JADE 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 Q3

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2025 Q4 to 2026 Q3

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.

JADE stock page 3Chopt Investment Partners, LLC fund profile 3Chopt Investment Partners, LLC full holdings
How 3Chopt Investment Partners, LLC held JADE — position size vs. price
% of Fund (quarterly)    JADE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 108 -2 -1.8% 0.00% $9K 2026-10-30 $71.38
2026 Q2 ADDED — — — 110 +2 +1.9% 0.00% $9K 2026-07-29 $72.64
2026 Q1 ADDED — — — 108 +23 +27.1% 0.00% $7K 2026-04-23 $72.53
2025 Q4 INITIATED — — — 85 — — 0.00% $5K 2026-02-10 $70.68

🏢 Other funds also holding JADE

As of 2026 Q3 — sorted by position size

HAZLETT, BURT & WATSON, INC. 3Y 0.34% ECLECTIC ASSOCIATES INC /ADV 3Y 0.19% Cooper Financial Group 3Y 7Y 0.1% ASSETMARK, INC 3Y 7Y 0.0% Farther Finance Advisors, LLC 3Y 0.0% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About 3Chopt Investment Partners, LLC and JADE

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 JADE?

3Chopt Investment Partners, LLC reported JADE across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

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

The largest reported portfolio weight for JADE was 0.00% in 2026 Q2.

What is the latest reported JADE position on this page?

The most recent filing on this page is 2026 Q3, when 3Chopt Investment Partners, LLC reported 108 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this JADE ownership page compare?

The chart compares 3Chopt Investment Partners, LLC's quarterly JADE 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 3Chopt Investment Partners, LLC time their JADE position?

Based on 13F filing dates vs. subsequent JADE price moves, 3Chopt Investment Partners, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on JADE relative to SPY over the holding period was -11.3%.

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