BRANDYWINE OAK PRIVATE WEALTH LLC BBCA — J P MORGAN EXCHANGE TRADED F

Ownership history in BRANDYWINE OAK PRIVATE WEALTH LLC  ·  6 quarters on record

AI Ownership Summary

BRANDYWINE OAK PRIVATE WEALTH LLC reported J P MORGAN EXCHANGE TRADED F (BBCA) in 6 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows BBCA at 0.02% 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 BBCA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRANDYWINE OAK PRIVATE WEALTH 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 Q1

BBCA was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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 Q1 to 2026 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.

BBCA stock page BRANDYWINE OAK PRIVATE WEALTH LLC fund profile BRANDYWINE OAK PRIVATE WEALTH LLC full holdings
How BRANDYWINE OAK PRIVATE WEALTH LLC held BBCA — position size vs. price
% of Fund (quarterly)    BBCA 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)
2026 Q1 UNCHANGED — — — 2,369 — 0% 0.02% $223K 2026-04-20 $100.72
2025 Q4 UNCHANGED — — — 2,369 — 0% 0.02% $220K 2026-02-03 $94.23
2025 Q3 REDUCED 22.7% +8.2% ❌ 2,369 -696 -22.7% 0.02% $207K 2025-10-30 $86.19
2024 Q4 ADDED — — — 3,065 +32 +1.1% 0.02% $216K 2025-01-27 $70.87
2024 Q3 UNCHANGED — — — 3,033 — 0% 0.02% $219K 2024-11-07 $71.27
2024 Q1 INITIATED — — — 3,033 — — 0.02% $203K 2024-05-07 $63.43

🏢 Other funds also holding BBCA

As of 2026 Q1 — sorted by position size

Yoffe Investment Management, LLC 1.27% Willis Johnson & Associates, Inc. 3Y 0.86% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 0.83% SPINNAKER TRUST 3Y 7Y 0.68% Sunpointe, LLC 0.56% SEVEN MILE ADVISORY 0.26% Miller Global Investments, LLC 0.22% L.K. Benson & Company, P.C. 0.22% waypoint wealth counsel 0.16% Alaska Permanent Capital Management, LLC 3Y 7Y 0.12%

FAQ About BRANDYWINE OAK PRIVATE WEALTH LLC and BBCA

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

How long has BRANDYWINE OAK PRIVATE WEALTH LLC reported owning BBCA?

BRANDYWINE OAK PRIVATE WEALTH LLC reported BBCA across 6 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BBCA position in BRANDYWINE OAK PRIVATE WEALTH LLC's portfolio?

The largest reported portfolio weight for BBCA was 0.02% in 2024 Q3.

What is the latest reported BBCA position on this page?

The most recent filing on this page is 2026 Q1, when BRANDYWINE OAK PRIVATE WEALTH LLC reported 2,369 shares, equal to 0.02% of portfolio, with an estimated market value of $223K.

What does the chart on this BBCA ownership page compare?

The chart compares BRANDYWINE OAK PRIVATE WEALTH LLC's quarterly BBCA 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 BRANDYWINE OAK PRIVATE WEALTH LLC time their BBCA position?

Based on 13F filing dates vs. subsequent BBCA price moves, BRANDYWINE OAK PRIVATE WEALTH LLC correctly timed 2 out of 3 reported position changes (67%).

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