JCPB β€” JP Morgan ETFs/USA

Ownership history in CX Institutional  Β·  5 quarters on record

AI Ownership Summary

CX Institutional reported JP Morgan ETFs/USA (JCPB) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows JCPB at 0.00% 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 JCPB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CX Institutional's position in JP Morgan ETFs/USA, 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

JCPB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2025 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.

How CX Institutional held JCPB β€” position size vs. price
% of Fund (quarterly)    JCPB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,370 +29 +1.2% 0.00% $112 2026-04-06 $46.92
2025 Q4 ADDED 2,341 +28 +1.2% 0.00% $111K 2026-02-02 $46.91
2025 Q3 UNCHANGED 2,313 β€” 0% 0.00% $110K 2025-10-23 $46.73
2025 Q2 UNCHANGED 2,313 β€” 0% 0.00% $109K 2025-07-11 $44.84
2025 Q1 INITIATED 2,313 β€” β€” 0.00% $109K 2025-04-15 $44.04

🏒 Other funds also holding JCPB

As of 2026 Q1 β€” sorted by position size

Aspen Wealth Management LLC 3Y 7.21% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 4.13%

FAQ About CX Institutional and JCPB

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

How long has CX Institutional reported owning JCPB?

CX Institutional reported JCPB across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported JCPB position in CX Institutional's portfolio?

The largest reported portfolio weight for JCPB was 0.00% in 2025 Q1.

What is the latest reported JCPB position on this page?

The most recent filing on this page is 2026 Q1, when CX Institutional reported 2,370 shares, equal to 0.00% of portfolio, with an estimated market value of $112.

What does the chart on this JCPB ownership page compare?

The chart compares CX Institutional's quarterly JCPB 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 CX Institutional Holdings