Jackson, Grant Investment Advisers, Inc. USPX FRANKLIN TEMPLETON ETF TR

Ownership history in Jackson, Grant Investment Advisers, Inc.  ·  5 quarters on record

AI Ownership Summary

Jackson, Grant Investment Advisers, Inc. reported FRANKLIN TEMPLETON ETF TR (USPX) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows USPX at 0.00% 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 USPX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jackson, Grant Investment Advisers, Inc.'s position in FRANKLIN TEMPLETON ETF TR, 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 Q2

USPX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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 Jackson, Grant Investment Advisers, Inc. held USPX — position size vs. price
% of Fund (quarterly)    USPX 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)
2026 Q2 UNCHANGED 2 0% 0.00% $131 2026-07-31 $65.20
2026 Q1 UNCHANGED 2 0% 0.00% $114 2026-05-08 $64.17
2025 Q4 UNCHANGED 2 0% 0.00% $120 2026-01-27 $60.62
2025 Q3 ADDED 2 +1 +100.0% 0.00% $117 2025-11-10 $59.34
2025 Q2 INITIATED 1 0.00% $54 2025-07-17 $54.53

FAQ About Jackson, Grant Investment Advisers, Inc. and USPX

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

How long has Jackson, Grant Investment Advisers, Inc. reported owning USPX?

Jackson, Grant Investment Advisers, Inc. reported USPX across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported USPX position in Jackson, Grant Investment Advisers, Inc.'s portfolio?

The largest reported portfolio weight for USPX was 0.00% in 2026 Q2.

What is the latest reported USPX position on this page?

The most recent filing on this page is 2026 Q2, when Jackson, Grant Investment Advisers, Inc. reported 2 shares, equal to 0.00% of portfolio, with an estimated market value of $131.

What does the chart on this USPX ownership page compare?

The chart compares Jackson, Grant Investment Advisers, Inc.'s quarterly USPX 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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