HBW ADVISORY SERVICES LLC JPIE — J P MORGAN EXCHANGE TRADED F

Ownership history in HBW ADVISORY SERVICES LLC  ·  10 quarters on record

AI Ownership Summary

HBW ADVISORY SERVICES LLC reported J P MORGAN EXCHANGE TRADED F (JPIE) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.99% in 2026 Q1. The latest visible filing shows JPIE at 1.99% 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 JPIE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HBW ADVISORY SERVICES 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
2026 Q1

JPIE was reported at 1.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.99% in 2026 Q1

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 2026 Q1

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.

JPIE stock page HBW ADVISORY SERVICES LLC fund profile HBW ADVISORY SERVICES LLC full holdings
How HBW ADVISORY SERVICES LLC held JPIE — position size vs. price
% of Fund (quarterly)    JPIE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 410,617 +240,664 +141.6% 1.99% $18.9M 2026-05-04 $45.94
2025 Q4 ADDED — — — 169,953 +35,522 +26.4% 0.85% $7.9M 2026-01-23 $45.54
2025 Q3 ADDED — — — 134,431 +23,390 +21.1% 0.70% $6.2M 2025-10-16 $44.89
2025 Q2 ADDED — — — 111,041 +74,117 +200.7% 0.63% $5.1M 2025-07-02 $44.01
2025 Q1 REDUCED 11.7% +2.0% ❌ 36,924 -4,886 -11.7% 0.24% $1.7M 2025-04-09 $42.86
2024 Q4 ADDED — — — 41,810 +7,676 +22.5% 0.20% $1.9M 2025-01-10 $42.19
2024 Q3 REDUCED 8.1% +0.3% ❌ 34,134 -2,989 -8.1% 0.23% $1.6M 2024-10-04 $42.08
2024 Q2 ADDED — — — 37,123 +28,437 +327.4% 0.28% $1.7M 2024-07-05 $40.90
2024 Q1 UNCHANGED — — — 8,686 — 0% 0.07% $396K 2024-04-19 $39.86
2023 Q4 INITIATED — — — 8,686 — — 0.07% $396K 2024-01-16 $39.78

🏢 Other funds also holding JPIE

As of 2026 Q1 — sorted by position size

Williams Financial, LLC 3Y 28.19% NORTHLAND SECURITIES, INC. 17.86% Longview Financial Advisors LLC 13.02% Echo Wealth Management, LLC 3Y 11.71% NavPoint Financial, Inc. 9.29% Armor Investment Advisors, LLC 3Y 7Y 9.02% Pearl Planning LLC 8.82% S Harris Financial Group, LLC 8.5% FMA Wealth Management, LLC 8.44% Wagner Wealth Management, LLC 3Y 7Y 8.42%

FAQ About HBW ADVISORY SERVICES LLC and JPIE

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

How long has HBW ADVISORY SERVICES LLC reported owning JPIE?

HBW ADVISORY SERVICES LLC reported JPIE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPIE position in HBW ADVISORY SERVICES LLC's portfolio?

The largest reported portfolio weight for JPIE was 1.99% in 2026 Q1.

What is the latest reported JPIE position on this page?

The most recent filing on this page is 2026 Q1, when HBW ADVISORY SERVICES LLC reported 410,617 shares, equal to 1.99% of portfolio, with an estimated market value of $18.9M.

What does the chart on this JPIE ownership page compare?

The chart compares HBW ADVISORY SERVICES LLC's quarterly JPIE 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 HBW ADVISORY SERVICES LLC time their JPIE position?

Based on 13F filing dates vs. subsequent JPIE price moves, HBW ADVISORY SERVICES LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on JPIE relative to SPY over the holding period was -12.1%.

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