Krilogy Financial LLC JSCP — J P MORGAN EXCHANGE TRADED F

Ownership history in Krilogy Financial LLC  ·  5 quarters on record

AI Ownership Summary

Krilogy Financial LLC reported J P MORGAN EXCHANGE TRADED F (JSCP) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.82% in 2026 Q3. The latest visible filing shows JSCP at 0.82% 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 JSCP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Krilogy Financial 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 Q3

JSCP was reported at 0.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.82% in 2026 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q3

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 Krilogy Financial LLC held JSCP — position size vs. price
% of Fund (quarterly)    JSCP 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 Q3 ADDED — — — 654,714 +643,487 +5731.6% 0.82% $30.1M 2026-10-13 $nan
2026 Q2 UNCHANGED — — — 11,227 — 0% 0.02% $529K 2026-07-27 $46.31
2026 Q1 UNCHANGED — — — 11,227 — 0% 0.02% $531K 2026-04-17 $46.38
2025 Q4 REDUCED — — — 11,227 -9 -0.1% 0.02% $535K 2026-01-27 $46.06
2025 Q3 INITIATED — — — 11,236 — — 0.02% $533K 2025-11-06 $45.61

FAQ About Krilogy Financial LLC and JSCP

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

How long has Krilogy Financial LLC reported owning JSCP?

Krilogy Financial LLC reported JSCP across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported JSCP position in Krilogy Financial LLC's portfolio?

The largest reported portfolio weight for JSCP was 0.82% in 2026 Q3.

What is the latest reported JSCP position on this page?

The most recent filing on this page is 2026 Q3, when Krilogy Financial LLC reported 654,714 shares, equal to 0.82% of portfolio, with an estimated market value of $30.1M.

What does the chart on this JSCP ownership page compare?

The chart compares Krilogy Financial LLC's quarterly JSCP 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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