First Pacific Financial JPEM — J P MORGAN EXCHANGE-TRADED F

Ownership history in First Pacific Financial  ·  15 quarters on record

AI Ownership Summary

First Pacific Financial reported J P MORGAN EXCHANGE-TRADED F (JPEM) in 15 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows JPEM at 0.00% 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 JPEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Pacific Financial'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

JPEM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 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.

JPEM stock page First Pacific Financial fund profile First Pacific Financial full holdings
How First Pacific Financial held JPEM — position size vs. price
% of Fund (quarterly)    JPEM 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 Q3 REDUCED — — — 332 -88 -21.0% 0.00% $21K 2026-10-14 $64.07
2026 Q2 REDUCED 20.2% +3.0% ❌ 420 -106 -20.2% 0.00% $26K 2026-07-20 $62.64
2026 Q1 REDUCED — — — 526 -4 -0.8% 0.00% $33K 2026-04-23 $63.25
2025 Q4 REDUCED — — — 530 -13 -2.4% 0.00% $32K 2026-01-16 $61.16
2025 Q3 REDUCED 20.4% +4.1% ❌ 543 -139 -20.4% 0.00% $32K 2025-10-21 $56.41
2025 Q2 REDUCED — — — 682 -3 -0.4% 0.01% $38K 2025-07-18 $53.49
2025 Q1 REDUCED — — — 685 -20 -2.8% 0.01% $36K 2025-04-23 $49.07
2024 Q4 REDUCED — — — 705 -6 -0.8% 0.01% $37K 2025-01-15 $47.85
2024 Q3 ADDED — — — 711 +10 +1.4% 0.01% $40K 2024-10-15 $49.77
2024 Q2 ADDED — — — 701 +10 +1.4% 0.01% $38K 2024-07-19 $49.08
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPEM

As of 2026 Q3 — sorted by position size

Tactive Advisors, LLC 0.81% RHS Financial, LLC 3Y 7Y 0.75% Accel Wealth Management 3Y 0.3% Lodestone Wealth Management LLC 3Y 0.12% Focus Financial Network, Inc. 0.06% MLG Wealth Management DBA Pine Grove Financial Group 0.04% Avidian Wealth Enterprises, LLC 3Y 7Y 0.02% RVW Wealth, LLC 3Y 7Y 0.02% Farther Finance Advisors, LLC 3Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About First Pacific Financial and JPEM

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

How long has First Pacific Financial reported owning JPEM?

First Pacific Financial reported JPEM across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported JPEM position in First Pacific Financial's portfolio?

The largest reported portfolio weight for JPEM was 0.01% in 2024 Q2.

What is the latest reported JPEM position on this page?

The most recent filing on this page is 2026 Q3, when First Pacific Financial reported 332 shares, equal to 0.00% of portfolio, with an estimated market value of $21K.

What does the chart on this JPEM ownership page compare?

The chart compares First Pacific Financial's quarterly JPEM 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 First Pacific Financial time their JPEM position?

Based on 13F filing dates vs. subsequent JPEM price moves, First Pacific Financial correctly timed 6 out of 14 reported position changes (43%). The annualised alpha on JPEM relative to SPY over the holding period was +86.5%.

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