JSCP β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Bridgewealth Advisory Group, LLC  Β·  9 quarters on record

AI Ownership Summary

Bridgewealth Advisory Group, LLC reported J P MORGAN EXCHANGE TRADED F (JSCP) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.81% in 2024 Q2. The latest visible filing shows JSCP at 3.72% 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 JSCP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bridgewealth Advisory Group, 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 Q4

JSCP was reported at 3.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.81% 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 Q4

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 Bridgewealth Advisory Group, LLC held JSCP β€” position size vs. price
% of Fund (quarterly)    JSCP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 354,395 +50,050 +16.4% 3.72% $16.9M 2026-02-14 (Est.) $47.59
2025 Q3 ADDED 304,345 +7,165 +2.4% 3.36% $14.5M 2025-10-23 $46.81
2025 Q2 ADDED 297,180 +277,698 +1425.4% 3.58% $14.1M 2025-08-04 $46.16
2025 Q1 REDUCED 19,482 -278,565 -93.5% 1.21% $920K 2025-05-13 $45.15
2024 Q4 ADDED 298,047 +32,569 +12.3% 3.94% $13.9M 2025-02-14 $44.57
2024 Q3 ADDED 265,478 +31,581 +13.5% 4.59% $12.6M 2024-11-13 $43.96
2024 Q2 ADDED 233,897 +64,443 +38.0% 4.81% $10.9M 2024-08-13 $43.75
2024 Q1 ADDED 169,454 +83,623 +97.4% 3.86% $7.9M 2024-04-18 $41.90
2023 Q4 INITIATED 85,831 β€” β€” 3.06% $4.0M 2024-02-05 $42.02

FAQ About Bridgewealth Advisory Group, LLC and JSCP

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

How long has Bridgewealth Advisory Group, LLC reported owning JSCP?

Bridgewealth Advisory Group, LLC reported JSCP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JSCP position in Bridgewealth Advisory Group, LLC's portfolio?

The largest reported portfolio weight for JSCP was 4.81% in 2024 Q2.

What is the latest reported JSCP position on this page?

The most recent filing on this page is 2025 Q4, when Bridgewealth Advisory Group, LLC reported 354,395 shares, equal to 3.72% of portfolio, with an estimated market value of $16.9M.

What does the chart on this JSCP ownership page compare?

The chart compares Bridgewealth Advisory Group, LLC's quarterly JSCP 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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