JPIB β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Ignite Planners, LLC  Β·  10 quarters on record

This page tracks every 13F SEC filing in which Ignite Planners, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JPIB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.46% (2024 Q3)
πŸ“Š Avg. % of fund
1.18%
πŸ“… First filed
2023 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
10

Position Intelligence

Ignite Planners, LLC Γ— JPIB AI Analytics

πŸ“‰ Ignite Planners, LLC underperformed the S&P 500 by –14.4% annually on this JPIB position. Timing score: 75% (6/8 decisions correct). Average cost basis: $44.19. Maximum drawdown during holding period: –1.3%.

πŸ“ˆ Position Alpha vs SPY
-14.4%
annualised excess return

❌ Significantly underperformed the S&P 500 by 14.4% ann.
8 quarters analyzed

⏱️ Timing Score
75%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
6 of 8 add/trim decisions correct

πŸ’° Entry Quality
$44.19
+9.3% vs current ($48.32)

Best entry: $43.16 (2023 Q4)  Β·  Worst: $48.32 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–1.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
90%
buy-side decisions

9 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.14% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    JPIB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 152,192 +479 +0.3% 1.14% $7.5M $48.32
2025 Q3 REDUCED 151,713 -5,904 -3.7% 1.22% $7.4M $47.83
2025 Q2 ADDED 157,617 +9,783 +6.6% 1.32% $7.6M $46.87
2025 Q1 ADDED 147,834 +11,759 +8.6% 1.39% $7.1M $45.61
2024 Q4 ADDED 136,075 +4,894 +3.7% 1.41% $6.4M $44.66
2024 Q3 ADDED 131,181 +22,077 +20.2% 1.46% $6.4M $45.24
2024 Q2 ADDED 109,104 +18,117 +19.9% 1.26% $5.2M $43.31
2024 Q1 ADDED 90,987 +24,725 +37.3% 1.21% $4.3M $43.25
2023 Q4 ADDED 66,262 +30,745 +86.6% 0.94% $3.1M $43.16
2023 Q3 INITIATED 35,517 β€” β€” 0.49% $1.6M β€”

🏒 Other funds also holding JPIB

As of 2025 Q4 β€” sorted by position size

Midwest Financial Partners Investments, Inc. 11.56% Rice Partnership, LLC 3Y 7Y 9.4% FSM Wealth Advisors, LLC 3Y 6.11% ForthRight Wealth Management, LLC 3Y 5.39% McCarthy & Cox 4.79% Peak Financial Management, Inc. 3Y 7Y 3.92% Treasure Coast Financial Planning 3Y 3.33% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 3.19% Avantax Planning Partners, Inc. 3Y 7Y 3.17% Goldstone Financial Group, LLC 2.93%
← Back to Ignite Planners, LLC Holdings