JPLD β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Grey Ledge Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

Grey Ledge Advisors, LLC reported J P MORGAN EXCHANGE TRADED F (JPLD) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.37% in 2025 Q4. The latest visible filing shows JPLD at 1.37% 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 JPLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grey Ledge Advisors, LLC'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 Q4

JPLD was reported at 1.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.37% in 2025 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 Grey Ledge Advisors, LLC held JPLD β€” position size vs. price
% of Fund (quarterly)    JPLD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 115,551 +6,261 +5.7% 1.37% $6.0M 2026-02-14 (Est.) $52.48
2025 Q3 ADDED 109,290 +27,961 +34.4% 1.30% $5.7M 2025-10-21 $51.65
2025 Q2 ADDED 81,329 +19,621 +31.8% 1.04% $4.2M 2025-07-15 $50.51
2025 Q1 ADDED 61,708 +38,346 +164.1% 0.84% $3.2M 2025-04-18 $49.65
2024 Q4 INITIATED 23,362 β€” β€” 0.31% $1.2M 2025-01-21 $49.16

FAQ About Grey Ledge Advisors, LLC and JPLD

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

How long has Grey Ledge Advisors, LLC reported owning JPLD?

Grey Ledge Advisors, LLC reported JPLD across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported JPLD position in Grey Ledge Advisors, LLC's portfolio?

The largest reported portfolio weight for JPLD was 1.37% in 2025 Q4.

What is the latest reported JPLD position on this page?

The most recent filing on this page is 2025 Q4, when Grey Ledge Advisors, LLC reported 115,551 shares, equal to 1.37% of portfolio, with an estimated market value of $6.0M.

What does the chart on this JPLD ownership page compare?

The chart compares Grey Ledge Advisors, LLC's quarterly JPLD 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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