JCPB — J P MORGAN EXCHANGE TRADED F

Ownership history in GUARDIAN WEALTH ADVISORS, LLC / NC  ·  15 quarters on record

AI Ownership Summary

GUARDIAN WEALTH ADVISORS, LLC / NC reported J P MORGAN EXCHANGE TRADED F (JCPB) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.31% in 2023 Q4. The latest visible filing shows JCPB at 1.71% 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 JCPB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GUARDIAN WEALTH ADVISORS, LLC / NC'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

JCPB was reported at 1.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.31% in 2023 Q4

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

Time in book
Holding Window
2023 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.

JCPB stock page GUARDIAN WEALTH ADVISORS, LLC / NC fund profile GUARDIAN WEALTH ADVISORS, LLC / NC full holdings
How GUARDIAN WEALTH ADVISORS, LLC / NC held JCPB — position size vs. price
% of Fund (quarterly)    JCPB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 581,795 +13,702 +2.4% 1.71% $27.6M 2026-02-14 (Est.) $47.52
2025 Q3 ADDED 568,093 +58,203 +11.4% 1.75% $27.0M 2025-11-14 $46.45
2025 Q2 ADDED 509,890 +39,701 +8.4% 1.69% $24.0M 2025-08-14 $45.49
2025 Q1 ADDED 470,189 +21,655 +4.8% 1.77% $22.1M 2025-05-15 $44.22
2024 Q4 ADDED 448,534 +97,542 +27.8% 1.63% $20.7M 2025-02-14 $43.92
2024 Q3 ADDED 350,992 +14,270 +4.2% 1.80% $16.9M 2024-11-14 $43.33
2024 Q2 ADDED 336,722 +26,643 +8.6% 1.82% $15.6M 2024-08-14 $43.95
2024 Q1 REDUCED 310,079 -12,922 -4.0% 1.77% $14.5M 2024-05-15 $42.06
2023 Q4 REDUCED 323,001 -15,485 -4.6% 2.31% $15.2M 2024-02-14 $41.46
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JCPB

As of 2026 Q1 — sorted by position size

Alpine Bank Wealth Management 13.17% Wiser Wealth Management, Inc 3Y 13.05% First Pacific Financial 3Y 12.16% Legacy Wealth Management, LLC 3Y 7Y 10.62% FMA Wealth Management, LLC 9.76% RIVERCHASE WEALTH MANAGEMENT, LLC 9.6% Financially in Tune, LLC 9.42% Moss Adams Wealth Advisors LLC 9.04% SENTINEL PENSION ADVISORS, LLC 3Y 8.79% BankPlus Wealth Management LLC 8.65%

FAQ About GUARDIAN WEALTH ADVISORS, LLC / NC and JCPB

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

How long has GUARDIAN WEALTH ADVISORS, LLC / NC reported owning JCPB?

GUARDIAN WEALTH ADVISORS, LLC / NC reported JCPB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JCPB position in GUARDIAN WEALTH ADVISORS, LLC / NC's portfolio?

The largest reported portfolio weight for JCPB was 2.31% in 2023 Q4.

What is the latest reported JCPB position on this page?

The most recent filing on this page is 2025 Q4, when GUARDIAN WEALTH ADVISORS, LLC / NC reported 581,795 shares, equal to 1.71% of portfolio, with an estimated market value of $27.6M.

What does the chart on this JCPB ownership page compare?

The chart compares GUARDIAN WEALTH ADVISORS, LLC / NC's quarterly JCPB 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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