AXXCESS WEALTH MANAGEMENT, LLC JPRE — J P MORGAN EXCHANGE TRADED F

Ownership history in AXXCESS WEALTH MANAGEMENT, LLC  ·  4 quarters on record

AI Ownership Summary

AXXCESS WEALTH MANAGEMENT, LLC reported J P MORGAN EXCHANGE TRADED F (JPRE) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q3. The latest visible filing shows JPRE at 0.01% 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 JPRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AXXCESS WEALTH MANAGEMENT, LLC'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
2026 Q3

JPRE was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q3

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

Time in book
Holding Window
2025 Q4 to 2026 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.

JPRE stock page AXXCESS WEALTH MANAGEMENT, LLC fund profile AXXCESS WEALTH MANAGEMENT, LLC full holdings
How AXXCESS WEALTH MANAGEMENT, LLC held JPRE — position size vs. price
% of Fund (quarterly)    JPRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 4,564 +14 +0.3% 0.01% $226K 2026-10-21 $50.32
2026 Q2 ADDED — — — 4,550 +113 +2.5% 0.00% $237K 2026-07-28 $54.37
2026 Q1 ADDED — — — 4,437 +107 +2.5% 0.01% $213K 2026-04-29 $50.56
2025 Q4 INITIATED — — — 4,330 — — 0.00% $202K 2026-02-06 $48.15

🏢 Other funds also holding JPRE

As of 2026 Q3 — sorted by position size

21 West Wealth Management LLC 1.3% ECLECTIC ASSOCIATES INC /ADV 3Y 1.23% Plus Group Wealth Advisors LLC 0.61% Whipplewood Advisors, LLC 0.3% Milestone Asset Management Group, LLC 0.21% Plan Group Financial, LLC 3Y 0.21% Bill Few Associates, Inc. 3Y 0.18% Focus Financial Network, Inc. 0.01% ASSETMARK, INC 3Y 7Y 0.0% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About AXXCESS WEALTH MANAGEMENT, LLC and JPRE

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

How long has AXXCESS WEALTH MANAGEMENT, LLC reported owning JPRE?

AXXCESS WEALTH MANAGEMENT, LLC reported JPRE across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported JPRE position in AXXCESS WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for JPRE was 0.01% in 2026 Q3.

What is the latest reported JPRE position on this page?

The most recent filing on this page is 2026 Q3, when AXXCESS WEALTH MANAGEMENT, LLC reported 4,564 shares, equal to 0.01% of portfolio, with an estimated market value of $226K.

What does the chart on this JPRE ownership page compare?

The chart compares AXXCESS WEALTH MANAGEMENT, LLC's quarterly JPRE 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 AXXCESS WEALTH MANAGEMENT, LLC time their JPRE position?

Based on 13F filing dates vs. subsequent JPRE price moves, AXXCESS WEALTH MANAGEMENT, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on JPRE relative to SPY over the holding period was -9.6%.

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