JCPB — J P MORGAN EXCHANGE TRADED F

Ownership history in Destiny Wealth Partners, LLC  ·  15 quarters on record

AI Ownership Summary

Destiny Wealth Partners, LLC reported J P MORGAN EXCHANGE TRADED F (JCPB) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.84% in 2024 Q2. The latest visible filing shows JCPB at 4.67% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JCPB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Destiny Wealth 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 Q4

JCPB was reported at 4.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.84% 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.

JCPB stock page Destiny Wealth Partners, LLC fund profile Destiny Wealth Partners, LLC full holdings
How Destiny Wealth Partners, LLC held JCPB — position size vs. price
% of Fund (quarterly)    JCPB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 854,904 +263,323 +44.5% 4.67% $40.7M 2026-02-14 (Est.) $47.52
2025 Q3 ADDED 591,581 +13,329 +2.3% 3.45% $28.1M 2025-10-06 $46.22
2025 Q2 ADDED 578,252 +12,497 +2.2% 3.66% $27.2M 2025-07-16 $44.79
2025 Q1 REDUCED 565,755 -7,283 -1.3% 4.22% $26.6M 2025-04-14 $43.96
2024 Q4 ADDED 573,038 +24,266 +4.4% 4.31% $26.4M 2025-01-24 $43.45
2024 Q3 REDUCED 548,772 -32,004 -5.5% 4.64% $26.5M 2024-10-15 $44.07
2024 Q2 ADDED 580,776 +423,181 +268.5% 4.84% $26.9M 2024-07-25 $42.79
2024 Q1 REDUCED 157,595 -19,469 -11.0% 1.32% $7.4M 2024-04-09 $41.75
2023 Q4 ADDED 177,064 +11,752 +7.1% 1.55% $8.3M 2024-01-19 $41.58
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JCPB

As of 2026 Q1 — sorted by position size

KELLY FINANCIAL GROUP LLC 7.74% Selby Wealth Management, LLC 7.3% Harbor Group, Inc. 3Y 7.28% Aspen Wealth Management LLC 3Y 7.21% Bond & Devick Financial Network, Inc. 3Y 6.01% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 4.13% Peterson Wealth Advisors, LLC 3Y 7Y 2.82% STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 2.76% Magnus Financial Group LLC 3Y 7Y 1.89% Comprehensive Financial Planning, Inc./PA 0.84%

FAQ About Destiny Wealth Partners, LLC and JCPB

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

How long has Destiny Wealth Partners, LLC reported owning JCPB?

Destiny Wealth Partners, LLC reported JCPB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JCPB position in Destiny Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for JCPB was 4.84% in 2024 Q2.

What is the latest reported JCPB position on this page?

The most recent filing on this page is 2025 Q4, when Destiny Wealth Partners, LLC reported 854,904 shares, equal to 4.67% of portfolio, with an estimated market value of $40.7M.

What does the chart on this JCPB ownership page compare?

The chart compares Destiny Wealth Partners, LLC'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.

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