Eagle Strategies LLC JPST J P MORGAN EXCHANGE-TRADED F

Ownership history in Eagle Strategies LLC  ·  13 quarters on record

AI Ownership Summary

Eagle Strategies LLC reported J P MORGAN EXCHANGE-TRADED F (JPST) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.92% in 2023 Q4. The latest visible filing shows JPST at 0.80% 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 JPST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Eagle Strategies 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

JPST was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.92% in 2023 Q4

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 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 Eagle Strategies LLC held JPST — position size vs. price
% of Fund (quarterly)    JPST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 132,869 +4,605 +3.6% 0.80% $6.7M 2026-04-20 $50.39
2025 Q4 ADDED 128,264 +16 +0.0% 0.83% $6.5M 2026-01-23 $50.04
2025 Q3 ADDED 128,248 +123,009 +2347.9% 0.87% $6.5M 2025-10-21 $49.51
2025 Q2 REDUCED 93.9% +1.2% 5,239 -80,120 -93.9% 0.04% $266K 2025-07-23 $48.85
2023 Q4 REDUCED 65.0% +1.3% 85,359 -158,789 -65.0% 0.92% $4.3M 2024-01-26 $45.22
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Eagle Strategies LLC and JPST

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

How long has Eagle Strategies LLC reported owning JPST?

Eagle Strategies LLC reported JPST across 5 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPST position in Eagle Strategies LLC's portfolio?

The largest reported portfolio weight for JPST was 0.92% in 2023 Q4.

What is the latest reported JPST position on this page?

The most recent filing on this page is 2026 Q1, when Eagle Strategies LLC reported 132,869 shares, equal to 0.80% of portfolio, with an estimated market value of $6.7M.

What does the chart on this JPST ownership page compare?

The chart compares Eagle Strategies LLC's quarterly JPST 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 Eagle Strategies LLC time their JPST position?

Based on 13F filing dates vs. subsequent JPST price moves, Eagle Strategies LLC correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on JPST relative to SPY over the holding period was -5.5%.

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