LANE BROTHERS & CO INC JPST β€” J P MORGAN EXCHANGE TRADED F

Ownership history in LANE BROTHERS & CO INC  Β·  2 quarters on record

AI Ownership Summary

LANE BROTHERS & CO INC reported J P MORGAN EXCHANGE TRADED F (JPST) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 12.95% in 2026 Q1. The latest visible filing shows JPST at 12.95% 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 JPST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LANE BROTHERS & CO INC'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

JPST was reported at 12.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.95% 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
2025 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.

How LANE BROTHERS & CO INC held JPST β€” position size vs. price
% of Fund (quarterly)    JPST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 351,003 +19,097 +5.8% 12.95% $17.8M 2026-05-05 $50.29
2025 Q4 INITIATED β€” β€” β€” 331,906 β€” β€” 12.15% $16.8M 2026-03-13 $50.00

FAQ About LANE BROTHERS & CO INC and JPST

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

How long has LANE BROTHERS & CO INC reported owning JPST?

LANE BROTHERS & CO INC reported JPST across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported JPST position in LANE BROTHERS & CO INC's portfolio?

The largest reported portfolio weight for JPST was 12.95% in 2026 Q1.

What is the latest reported JPST position on this page?

The most recent filing on this page is 2026 Q1, when LANE BROTHERS & CO INC reported 351,003 shares, equal to 12.95% of portfolio, with an estimated market value of $17.8M.

What does the chart on this JPST ownership page compare?

The chart compares LANE BROTHERS & CO INC's quarterly JPST 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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