BOSTON FINANCIAL MANGEMENT LLC BBJP β€” J P MORGAN EXCHANGE TRADED F

Ownership history in BOSTON FINANCIAL MANGEMENT LLC  Β·  1 quarter on record

AI Ownership Summary

BOSTON FINANCIAL MANGEMENT LLC reported J P MORGAN EXCHANGE TRADED F (BBJP) in 1 quarterly 13F filing from 2024 Q3 through 2024 Q3. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows BBJP 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 BBJP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BOSTON FINANCIAL MANGEMENT 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
2024 Q3

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

High-water mark
Peak Conviction
0.01% 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 2024 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 BOSTON FINANCIAL MANGEMENT LLC held BBJP β€” position size vs. price
% of Fund (quarterly)    BBJP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 INITIATED β€” β€” β€” 3,445 β€” β€” 0.01% $204K 2024-10-25 $51.34

FAQ About BOSTON FINANCIAL MANGEMENT LLC and BBJP

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

How long has BOSTON FINANCIAL MANGEMENT LLC reported owning BBJP?

BOSTON FINANCIAL MANGEMENT LLC reported BBJP across 1 quarterly 13F filings, from 2024 Q3 through 2024 Q3.

What was the largest reported BBJP position in BOSTON FINANCIAL MANGEMENT LLC's portfolio?

The largest reported portfolio weight for BBJP was 0.01% in 2024 Q3.

What is the latest reported BBJP position on this page?

The most recent filing on this page is 2024 Q3, when BOSTON FINANCIAL MANGEMENT LLC reported 3,445 shares, equal to 0.01% of portfolio, with an estimated market value of $204K.

What does the chart on this BBJP ownership page compare?

The chart compares BOSTON FINANCIAL MANGEMENT LLC's quarterly BBJP 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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