Blue Investment Partners LLC JPIE β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Blue Investment Partners LLC  Β·  3 quarters on record

AI Ownership Summary

Blue Investment Partners LLC reported J P MORGAN EXCHANGE TRADED F (JPIE) in 3 quarterly 13F filings from 2024 Q4 through 2025 Q2. Peak portfolio weight reached 3.61% in 2025 Q2. The latest visible filing shows JPIE at 3.61% 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 JPIE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blue Investment Partners 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
2025 Q2

JPIE was reported at 3.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.61% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 to 2025 Q2

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 Blue Investment Partners LLC held JPIE β€” position size vs. price
% of Fund (quarterly)    JPIE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED β€” β€” β€” 222,272 +54,844 +32.8% 3.61% $10.3M 2025-08-14 (Est.) $44.22
2025 Q1 ADDED β€” β€” β€” 167,428 +35,334 +26.7% 2.90% $7.7M 2025-05-14 $43.03
2024 Q4 INITIATED β€” β€” β€” 132,094 β€” β€” 2.21% $6.0M 2025-02-13 $42.50

🏒 Other funds also holding JPIE

As of 2026 Q2 β€” sorted by position size

Miller Global Investments, LLC 3.59% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.02%

FAQ About Blue Investment Partners LLC and JPIE

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

How long has Blue Investment Partners LLC reported owning JPIE?

Blue Investment Partners LLC reported JPIE across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q2.

What was the largest reported JPIE position in Blue Investment Partners LLC's portfolio?

The largest reported portfolio weight for JPIE was 3.61% in 2025 Q2.

What is the latest reported JPIE position on this page?

The most recent filing on this page is 2025 Q2, when Blue Investment Partners LLC reported 222,272 shares, equal to 3.61% of portfolio, with an estimated market value of $10.3M.

What does the chart on this JPIE ownership page compare?

The chart compares Blue Investment Partners LLC's quarterly JPIE 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.

← Back to Blue Investment Partners LLC Holdings