JPRE β€” J P MORGAN EXCHANGE TRADED F

Ownership history in ECLECTIC ASSOCIATES INC /ADV  Β·  7 quarters on record

AI Ownership Summary

ECLECTIC ASSOCIATES INC /ADV reported J P MORGAN EXCHANGE TRADED F (JPRE) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.1% in 2026 Q1. The latest visible filing shows JPRE at 1.10% 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 JPRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ECLECTIC ASSOCIATES INC /ADV'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

JPRE was reported at 1.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 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 ECLECTIC ASSOCIATES INC /ADV held JPRE β€” position size vs. price
% of Fund (quarterly)    JPRE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 172,966 +41,145 +31.2% 1.10% $8.3M 2026-04-08 $49.74
2025 Q4 ADDED 131,821 +26,596 +25.3% 0.96% $6.2M 2026-02-03 $47.32
2025 Q3 ADDED 105,225 +30,236 +40.3% 0.93% $5.0M 2025-10-09 $46.35
2025 Q2 ADDED 74,989 +28,050 +59.8% 0.78% $3.6M 2025-07-17 $47.13
2025 Q1 ADDED 46,939 +25,070 +114.6% 0.61% $2.3M 2025-04-10 $43.19
2024 Q4 ADDED 21,869 +14,634 +202.3% 0.31% $1.0M 2025-01-21 $46.69
2024 Q3 INITIATED 7,235 β€” β€” 0.15% $368K 2024-10-04 $48.11

FAQ About ECLECTIC ASSOCIATES INC /ADV and JPRE

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

How long has ECLECTIC ASSOCIATES INC /ADV reported owning JPRE?

ECLECTIC ASSOCIATES INC /ADV reported JPRE across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported JPRE position in ECLECTIC ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for JPRE was 1.10% in 2026 Q1.

What is the latest reported JPRE position on this page?

The most recent filing on this page is 2026 Q1, when ECLECTIC ASSOCIATES INC /ADV reported 172,966 shares, equal to 1.10% of portfolio, with an estimated market value of $8.3M.

What does the chart on this JPRE ownership page compare?

The chart compares ECLECTIC ASSOCIATES INC /ADV's quarterly JPRE 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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