JPIE β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Echo Wealth Management, LLC  Β·  9 quarters on record

AI Ownership Summary

Echo Wealth Management, LLC reported J P MORGAN EXCHANGE TRADED F (JPIE) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 14.77% in 2025 Q1. The latest visible filing shows JPIE at 11.29% 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 JPIE ownership page tells you

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

JPIE was reported at 11.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.77% 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
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 Echo Wealth Management, LLC held JPIE β€” position size vs. price
% of Fund (quarterly)    JPIE 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 REDUCED 417,704 -86,503 -17.2% 11.29% $19.3M 2026-02-14 (Est.) $46.28
2025 Q3 ADDED 504,207 +14,228 +2.9% 13.66% $23.4M 2025-10-22 $45.37
2025 Q2 ADDED 489,979 +15,384 +3.2% 13.91% $22.7M 2025-07-22 $44.50
2025 Q1 ADDED 474,595 +34,534 +7.8% 14.77% $21.9M 2025-04-22 $43.40
2024 Q4 ADDED 440,061 +5,719 +1.3% 13.87% $20.1M 2025-01-21 $43.08
2024 Q3 ADDED 434,342 +78,505 +22.1% 13.95% $19.9M 2024-10-21 $42.45
2024 Q2 ADDED 355,837 +39,487 +12.5% 12.19% $16.2M 2024-07-17 $41.50
2024 Q1 ADDED 316,350 +21,776 +7.4% 11.95% $14.4M 2024-04-22 $40.27
2023 Q4 INITIATED 294,574 β€” β€” 12.48% $13.4M 2024-01-17 $40.02

FAQ About Echo Wealth Management, LLC and JPIE

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

How long has Echo Wealth Management, LLC reported owning JPIE?

Echo Wealth Management, LLC reported JPIE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPIE position in Echo Wealth Management, LLC's portfolio?

The largest reported portfolio weight for JPIE was 14.77% in 2025 Q1.

What is the latest reported JPIE position on this page?

The most recent filing on this page is 2025 Q4, when Echo Wealth Management, LLC reported 417,704 shares, equal to 11.29% of portfolio, with an estimated market value of $19.3M.

What does the chart on this JPIE ownership page compare?

The chart compares Echo Wealth Management, LLC's quarterly JPIE 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 Echo Wealth Management, LLC Holdings