JPIB β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Atria Wealth Solutions, Inc.  Β·  6 quarters on record

AI Ownership Summary

Atria Wealth Solutions, Inc. reported J P MORGAN EXCHANGE TRADED F (JPIB) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q1. The latest visible filing shows JPIB 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPIB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Wealth Solutions, 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 Q1

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

High-water mark
Peak Conviction
0.0% in 2024 Q2

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 2025 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.

How Atria Wealth Solutions, Inc. held JPIB β€” position size vs. price
% of Fund (quarterly)    JPIB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 5,378 -3,315 -38.1% 0.00% $258K 2025-05-09 $45.85
2024 Q2 ADDED 8,693 +2,123 +32.3% 0.00% $410K 2024-07-22 $43.65
2024 Q1 ADDED 6,570 +1,229 +23.0% 0.00% $313K 2024-05-13 $42.98
2023 Q4 REDUCED 5,341 -10,086 -65.4% 0.00% $255K 2024-02-02 $42.96
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Atria Wealth Solutions, Inc. and JPIB

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

How long has Atria Wealth Solutions, Inc. reported owning JPIB?

Atria Wealth Solutions, Inc. reported JPIB across 4 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported JPIB position in Atria Wealth Solutions, Inc.'s portfolio?

The largest reported portfolio weight for JPIB was 0.00% in 2024 Q2.

What is the latest reported JPIB position on this page?

The most recent filing on this page is 2025 Q1, when Atria Wealth Solutions, Inc. reported 5,378 shares, equal to 0.00% of portfolio, with an estimated market value of $258K.

What does the chart on this JPIB ownership page compare?

The chart compares Atria Wealth Solutions, Inc.'s quarterly JPIB 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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