Endowment Wealth Management, Inc. BBRE — J P MORGAN EXCHANGE TRADED F

Ownership history in Endowment Wealth Management, Inc.  ·  2 quarters on record

AI Ownership Summary

Endowment Wealth Management, Inc. reported J P MORGAN EXCHANGE TRADED F (BBRE) in 2 quarterly 13F filings from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.08% in 2026 Q3. The latest visible filing shows BBRE at 0.08% 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 BBRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Endowment Wealth Management, Inc.'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 Q3

BBRE was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 to 2026 Q3

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.

BBRE stock page Endowment Wealth Management, Inc. fund profile Endowment Wealth Management, Inc. full holdings
How Endowment Wealth Management, Inc. held BBRE — position size vs. price
% of Fund (quarterly)    BBRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 2,228 -166 -6.9% 0.08% $222K 2026-11-03 $104.43
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BBRE

As of 2026 Q3 — sorted by position size

UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 3Y 7Y 26.53% Alaska Permanent Capital Management, LLC 3Y 7Y 3.24% Alaska Wealth Advisors, LLC 3Y 7Y 3.04% IFC & Insurance Marketing, Inc. 0.41% Welch Financial Planning, LLC 0.31% Concurrent Investment Advisors, LLC 0.1% Peterson Wealth Advisors, LLC 3Y 7Y 0.05% HighTower Advisors, LLC 3Y 7Y 0.04% GK Wealth Management LLC 0.01% Versant Capital Management, Inc 3Y 7Y 0.01%

FAQ About Endowment Wealth Management, Inc. and BBRE

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

How long has Endowment Wealth Management, Inc. reported owning BBRE?

Endowment Wealth Management, Inc. reported BBRE across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported BBRE position in Endowment Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for BBRE was 0.08% in 2026 Q3.

What is the latest reported BBRE position on this page?

The most recent filing on this page is 2026 Q3, when Endowment Wealth Management, Inc. reported 2,228 shares, equal to 0.08% of portfolio, with an estimated market value of $222K.

What does the chart on this BBRE ownership page compare?

The chart compares Endowment Wealth Management, Inc.'s quarterly BBRE 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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