Etesian Wealth Advisors, Inc. JPUS J P MORGAN EXCHANGE TRADED F

Ownership history in Etesian Wealth Advisors, Inc.  ·  11 quarters on record

AI Ownership Summary

Etesian Wealth Advisors, Inc. reported J P MORGAN EXCHANGE TRADED F (JPUS) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.29% in 2023 Q4. The latest visible filing shows JPUS at 0.12% 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 JPUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Etesian Wealth Advisors, 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 Q1

JPUS was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.29% 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 Etesian Wealth Advisors, Inc. held JPUS — position size vs. price
% of Fund (quarterly)    JPUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 2,809 -441 -13.6% 0.12% $366K 2026-04-23 $136.62
2025 Q4 REDUCED 18.1% +5.5% 3,250 -719 -18.1% 0.13% $403K 2026-02-11 $134.84
2025 Q3 REDUCED 15.4% +1.6% 3,969 -724 -15.4% 0.16% $492K 2025-10-23 $122.16
2025 Q2 REDUCED 4,693 -109 -2.3% 0.21% $555K 2025-07-24 $118.53
2025 Q1 REDUCED 6.6% +3.2% 4,802 -341 -6.6% 0.24% $553K 2025-04-24 $109.28
2024 Q4 REDUCED 40.3% +1.4% 5,143 -3,474 -40.3% 0.26% $587K 2025-01-27 $115.22
2024 Q3 REDUCED 47.4% -4.0% 8,617 -7,763 -47.4% 0.47% $1.0M 2024-10-18 $116.92
2024 Q2 REDUCED 16.5% +10.2% 16,380 -3,241 -16.5% 1.01% $1.8M 2024-07-25 $107.56
2024 Q1 REDUCED 5.7% -2.5% 19,621 -1,188 -5.7% 1.26% $2.2M 2024-04-15 $101.79
2023 Q4 ADDED 20,809 +806 +4.0% 1.29% $2.1M 2024-01-12 $97.69
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Etesian Wealth Advisors, Inc. and JPUS

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

How long has Etesian Wealth Advisors, Inc. reported owning JPUS?

Etesian Wealth Advisors, Inc. reported JPUS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPUS position in Etesian Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for JPUS was 1.29% in 2023 Q4.

What is the latest reported JPUS position on this page?

The most recent filing on this page is 2026 Q1, when Etesian Wealth Advisors, Inc. reported 2,809 shares, equal to 0.12% of portfolio, with an estimated market value of $366K.

What does the chart on this JPUS ownership page compare?

The chart compares Etesian Wealth Advisors, Inc.'s quarterly JPUS 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 Etesian Wealth Advisors, Inc. time their JPUS position?

Based on 13F filing dates vs. subsequent JPUS price moves, Etesian Wealth Advisors, Inc. correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on JPUS relative to SPY over the holding period was -2.6%.

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