JPRE — J P MORGAN EXCHANGE TRADED F

Ownership history in Anderson Financial Strategies, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Anderson Financial Strategies, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JPRE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.29% (2025 Q3)
Avg. % of fund
4.21%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 156,044 +4,772 +3.2% 4.23% $7.3M $46.71
2025 Q3 ADDED 151,272 +16,965 +12.6% 4.29% $7.3M $47.48
2025 Q2 INITIATED 134,307 — — 4.09% $6.4M $46.91
% of Fund (quarterly)    JPRE price (monthly, adj. close)

Other funds also holding JPRE

As of 2025 Q4 — sorted by position size

Beta Wealth Group, Inc. 3Y 7Y 2.19% Ducere Wealth Management LLC 1.82% ECLECTIC ASSOCIATES INC /ADV 3Y 0.96% FIRST FOUNDATION ADVISORS 3Y 7Y 0.72% OARSMAN CAPITAL, INC. 3Y 7Y 0.55% Independence Asset Advisors, LLC 0.37% Whipplewood Advisors, LLC 0.32% Swisher Financial Concepts, Inc. 0.2% Bill Few Associates, Inc. 3Y 0.19% SILVER OAK SECURITIES, INCORPORATED 3Y 0.06%
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