Friday Financial JPIB — J P MORGAN EXCHANGE TRADED F

Ownership history in Friday Financial  ·  4 quarters on record

AI Ownership Summary

Friday Financial reported J P MORGAN EXCHANGE TRADED F (JPIB) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.18% in 2025 Q3. The latest visible filing shows JPIB at 0.14% 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 JPIB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Friday 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

JPIB was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q3

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

Time in book
Holding Window
2025 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.

JPIB stock page Friday Financial fund profile Friday Financial full holdings
How Friday Financial held JPIB — position size vs. price
% of Fund (quarterly)    JPIB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 14,993 +8,971 +149.0% 0.14% $697K 2026-10-09 $46.77
2026 Q2 ADDED — — — 6,022 +1,795 +42.5% 0.08% $290K 2026-07-09 $47.69
2026 Q1 REDUCED 51.8% +2.6% ❌ 4,227 -4,544 -51.8% 0.07% $202K 2026-04-16 $47.31
2025 Q3 INITIATED — — — 8,771 — — 0.18% $430K 2025-10-07 $46.64

🏢 Other funds also holding JPIB

As of 2026 Q3 — sorted by position size

Midwest Financial Partners Investments, Inc. 9.29% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 2.87% Cadent Capital Advisors, LLC 3Y 1.97% Peterson Wealth Advisors, LLC 3Y 7Y 1.14% RIVERSEDGE ADVISORS, LLC 3Y 7Y 0.4% Apella Capital, LLC 3Y 0.28% First Citizens Financial Corp 3Y 0.09% First Heartland Consultants, Inc. 3Y 7Y 0.03% Trust Co 3Y 7Y 0.01% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About Friday Financial and JPIB

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

How long has Friday Financial reported owning JPIB?

Friday Financial reported JPIB across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported JPIB position in Friday Financial's portfolio?

The largest reported portfolio weight for JPIB was 0.18% in 2025 Q3.

What is the latest reported JPIB position on this page?

The most recent filing on this page is 2026 Q3, when Friday Financial reported 14,993 shares, equal to 0.14% of portfolio, with an estimated market value of $697K.

What does the chart on this JPIB ownership page compare?

The chart compares Friday Financial's quarterly JPIB 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 Friday Financial time their JPIB position?

Based on 13F filing dates vs. subsequent JPIB price moves, Friday Financial correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on JPIB relative to SPY over the holding period was -14.7%.

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