APPLETON PARTNERS INC/MA JPSE — JP MORGAN EXCHANGE TRADED FD D

Ownership history in APPLETON PARTNERS INC/MA  ·  34 quarters on record

AI Ownership Summary

APPLETON PARTNERS INC/MA reported JP MORGAN EXCHANGE TRADED FD D (JPSE) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.7% in 2026 Q1. The latest visible filing shows JPSE at 0.70% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPSE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was APPLETON PARTNERS INC/MA's position in JP MORGAN EXCHANGE TRADED FD D, 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

JPSE was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% 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
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.

JPSE stock page APPLETON PARTNERS INC/MA fund profile APPLETON PARTNERS INC/MA full holdings
How APPLETON PARTNERS INC/MA held JPSE — position size vs. price
% of Fund (quarterly)    JPSE 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 ADDED — — — 190,724 +712 +0.4% 0.70% $10K 2026-04-28 $57.05
2025 Q4 ADDED — — — 190,012 +4,756 +2.6% 0.63% $9.5M 2026-01-09 $52.50
2025 Q3 ADDED — — — 185,256 +3,113 +1.7% 0.62% $9.2M 2025-11-05 $49.29
2025 Q2 REDUCED — — — 182,143 -150 -0.1% 0.59% $8.3M 2025-07-22 $46.02
2025 Q1 ADDED — — — 182,293 +5,349 +3.0% 0.61% $7.9M 2025-04-22 $40.02
2024 Q4 REDUCED — — — 176,944 -757 -0.4% 0.61% $8.3M 2025-01-28 $46.69
2024 Q3 ADDED — — — 177,701 +842 +0.5% 0.63% $8.5M 2024-10-01 $46.44
2024 Q2 ADDED — — — 176,859 +3,660 +2.1% 0.59% $7.7M 2024-07-02 $42.30
2024 Q1 ADDED — — — 173,199 +1,193 +0.7% 0.61% $7.8M 2024-04-01 $43.41
2023 Q4 ADDED — — — 172,006 +1,795 +1.1% 0.61% $7.6M 2024-01-02 $42.44
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPSE

As of 2026 Q1 — sorted by position size

Keystone Financial Services, LLC 5.69% Koss-Olinger Consulting, LLC 3Y 4.52% Hartford Financial Management Inc. 3Y 7Y 4.4% Sprinkle Financial Consultants LLC 4.23% Family Capital Management, Inc. 3Y 1.54% Goldstein Advisors, LLC 3Y 1.34% Aprio Wealth Management, LLC 3Y 0.91% Capital Developers, LLC 0.64% Capital Advisors Wealth Management, LLC 3Y 0.64% McLaughlin Asset Management, Inc. 0.59%

FAQ About APPLETON PARTNERS INC/MA and JPSE

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

How long has APPLETON PARTNERS INC/MA reported owning JPSE?

APPLETON PARTNERS INC/MA reported JPSE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPSE position in APPLETON PARTNERS INC/MA's portfolio?

The largest reported portfolio weight for JPSE was 0.70% in 2026 Q1.

What is the latest reported JPSE position on this page?

The most recent filing on this page is 2026 Q1, when APPLETON PARTNERS INC/MA reported 190,724 shares, equal to 0.70% of portfolio, with an estimated market value of $10K.

What does the chart on this JPSE ownership page compare?

The chart compares APPLETON PARTNERS INC/MA's quarterly JPSE 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 APPLETON PARTNERS INC/MA time their JPSE position?

Based on 13F filing dates vs. subsequent JPSE price moves, APPLETON PARTNERS INC/MA correctly timed 20 out of 33 reported position changes (61%). The annualised alpha on JPSE relative to SPY over the holding period was -3.7%.

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