JPIB — J P MORGAN EXCHANGE TRADED F

Ownership history in ForthRight Wealth Management, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JPIB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.39% (2025 Q4)
Avg. % of fund
3.73%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 385,258 +37,745 +10.9% 5.39% $18.8M $48.32
2025 Q3 ADDED 347,513 +21,995 +6.8% 4.95% $17.0M $47.83
2025 Q2 ADDED 325,518 +21,872 +7.2% 4.94% $15.8M $46.87
2025 Q1 ADDED 303,646 +6,940 +2.3% 4.86% $14.5M $45.61
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPIB price (monthly, adj. close)

Other funds also holding JPIB

As of 2025 Q4 — sorted by position size

Midwest Financial Partners Investments, Inc. 11.56% Rice Partnership, LLC 3Y 7Y 9.4% FSM Wealth Advisors, LLC 3Y 6.11% McCarthy & Cox 4.79% Peak Financial Management, Inc. 3Y 7Y 3.92% Treasure Coast Financial Planning 3Y 3.33% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 3.19% Avantax Planning Partners, Inc. 3Y 7Y 3.17% Goldstone Financial Group, LLC 2.93% Financial Connections Group, Inc. 3Y 2.83%
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