Gimbal Financial JPIN — J P MORGAN EXCHANGE TRADED F

Ownership history in Gimbal Financial  ·  5 quarters on record

AI Ownership Summary

Gimbal Financial reported J P MORGAN EXCHANGE TRADED F (JPIN) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.41% in 2025 Q1. The latest visible filing shows JPIN at 0.32% 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 JPIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gimbal 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
2025 Q3

JPIN was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 to 2025 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.

JPIN stock page Gimbal Financial fund profile Gimbal Financial full holdings
How Gimbal Financial held JPIN — position size vs. price
% of Fund (quarterly)    JPIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 7,946 — 0% 0.32% $529K 2025-11-14 (Est.) $66.56
2025 Q2 UNCHANGED — — — 7,946 — 0% 0.31% $510K 2025-07-30 $61.63
2025 Q1 UNCHANGED — — — 7,946 — 0% 0.41% $454K 2025-04-23 $56.13
2024 Q4 UNCHANGED — — — 7,946 — 0% 0.35% $426K 2025-02-03 $52.25
2024 Q3 INITIATED — — — 7,946 — — 0.30% $455K 2024-10-25 $53.30

🏢 Other funds also holding JPIN

As of 2026 Q1 — sorted by position size

Sterneck Capital Management, LLC 3Y 7Y 5.51% Financially in Tune, LLC 1.1% Sherman Wealth Management LLC 1.09% 5T Wealth, LLC 0.9% WEALTHEDGE INVESTMENT ADVISORS, LLC 0.66% Mendel Money Management 3Y 7Y 0.53% Stonehearth Capital Management, LLC 3Y 7Y 0.41% RHS Financial, LLC 3Y 7Y 0.32% Independent Wealth Network Inc. 3Y 0.25% MN Wealth Advisors, LLC 0.23%

FAQ About Gimbal Financial and JPIN

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

How long has Gimbal Financial reported owning JPIN?

Gimbal Financial reported JPIN across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported JPIN position in Gimbal Financial's portfolio?

The largest reported portfolio weight for JPIN was 0.41% in 2025 Q1.

What is the latest reported JPIN position on this page?

The most recent filing on this page is 2025 Q3, when Gimbal Financial reported 7,946 shares, equal to 0.32% of portfolio, with an estimated market value of $529K.

What does the chart on this JPIN ownership page compare?

The chart compares Gimbal Financial's quarterly JPIN 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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