JEPI β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Armstrong, Fleming & Moore, Inc  Β·  7 quarters on record

AI Ownership Summary

Armstrong, Fleming & Moore, Inc reported J P MORGAN EXCHANGE TRADED F (JEPI) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 3.29% in 2025 Q1. The latest visible filing shows JEPI at 0.30% 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 JEPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Armstrong, Fleming & Moore, Inc'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
2025 Q3

JEPI was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.29% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 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.

How Armstrong, Fleming & Moore, Inc held JEPI β€” position size vs. price
% of Fund (quarterly)    JEPI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 10,916 β€” 0% 0.30% $623K 2025-10-20 $55.39
2025 Q2 REDUCED 10,916 -36,599 -77.0% 0.34% $621K 2025-07-23 $54.39
2025 Q1 ADDED 47,515 +36,599 +335.3% 3.29% $2.7M 2025-04-11 $50.01
2024 Q4 ADDED 10,916 +424 +4.0% 0.38% $628K 2025-02-05 $53.92
2024 Q3 UNCHANGED 10,492 β€” 0% 0.36% $624K 2024-10-16 $53.30
2024 Q2 ADDED 10,492 +2,607 +33.1% 0.38% $595K 2024-07-23 $49.82
2024 Q1 INITIATED 7,885 β€” β€” 0.32% $456K 2024-04-23 $48.46

FAQ About Armstrong, Fleming & Moore, Inc and JEPI

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

How long has Armstrong, Fleming & Moore, Inc reported owning JEPI?

Armstrong, Fleming & Moore, Inc reported JEPI across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported JEPI position in Armstrong, Fleming & Moore, Inc's portfolio?

The largest reported portfolio weight for JEPI was 3.29% in 2025 Q1.

What is the latest reported JEPI position on this page?

The most recent filing on this page is 2025 Q3, when Armstrong, Fleming & Moore, Inc reported 10,916 shares, equal to 0.30% of portfolio, with an estimated market value of $623K.

What does the chart on this JEPI ownership page compare?

The chart compares Armstrong, Fleming & Moore, Inc's quarterly JEPI 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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