Arvest Bank Trust Division BBEU — J P MORGAN EXCHANGE TRADED F

Ownership history in Arvest Bank Trust Division  ·  6 quarters on record

AI Ownership Summary

Arvest Bank Trust Division reported J P MORGAN EXCHANGE TRADED F (BBEU) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.16% in 2024 Q3. The latest visible filing shows BBEU at 0.92% 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 BBEU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arvest Bank Trust Division'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 Q4

BBEU was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.16% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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.

BBEU stock page Arvest Bank Trust Division fund profile Arvest Bank Trust Division full holdings
How Arvest Bank Trust Division held BBEU — position size vs. price
% of Fund (quarterly)    BBEU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 232,681 -2,779 -1.2% 0.92% $17.1M 2026-02-09 $77.96
2025 Q3 REDUCED — — — 235,460 -6,169 -2.6% 0.91% $16.4M 2025-11-07 $69.45
2025 Q2 REDUCED — — — 241,629 -3,495 -1.4% 0.95% $16.3M 2025-08-08 $66.50
2025 Q1 REDUCED — — — 245,124 -3,167 -1.3% 0.96% $15.2M 2025-05-14 $63.06
2024 Q4 REDUCED 23.1% +11.9% ❌ 248,291 -74,473 -23.1% 0.83% $13.8M 2025-02-13 $59.21
2024 Q3 INITIATED — — — 322,764 — — 1.16% $20.1M 2024-11-25 $54.39

🏢 Other funds also holding BBEU

As of 2026 Q1 — sorted by position size

Legacy CG, LLC 3Y 8.67% 1 NORTH WEALTH SERVICES LLC 3Y 7Y 3.08% GREENWOOD CAPITAL ASSOCIATES LLC 3Y 7Y 3.05% Permanens Capital L.P. 3Y 7Y 1.93% Elm Partners Management LLC 3Y 7Y 1.92% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 1.8% Evansbrook LLC 1.52% Nolet Wealth Management, LLC 1.25% AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 1.02% Yoffe Investment Management, LLC 0.99%

FAQ About Arvest Bank Trust Division and BBEU

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

How long has Arvest Bank Trust Division reported owning BBEU?

Arvest Bank Trust Division reported BBEU across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported BBEU position in Arvest Bank Trust Division's portfolio?

The largest reported portfolio weight for BBEU was 1.16% in 2024 Q3.

What is the latest reported BBEU position on this page?

The most recent filing on this page is 2025 Q4, when Arvest Bank Trust Division reported 232,681 shares, equal to 0.92% of portfolio, with an estimated market value of $17.1M.

What does the chart on this BBEU ownership page compare?

The chart compares Arvest Bank Trust Division's quarterly BBEU 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 Arvest Bank Trust Division time their BBEU position?

Based on 13F filing dates vs. subsequent BBEU price moves, Arvest Bank Trust Division correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on BBEU relative to SPY over the holding period was +17.6%.

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