JPIE — J P MORGAN EXCHANGE TRADED F

Ownership history in McCarthy & Cox  ·  2 quarters on record

This page tracks every 13F SEC filing in which McCarthy & Cox reported a position in J P MORGAN EXCHANGE TRADED F (JPIE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.3% (2025 Q2)
Avg. % of fund
1.29%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 120,387 +12,996 +12.1% 1.27% $5.6M $45.14
2025 Q2 INITIATED 107,391 — — 1.30% $5.0M $44.41
% of Fund (quarterly)    JPIE price (monthly, adj. close)

Other funds also holding JPIE

As of 2025 Q4 — sorted by position size

Williams Financial, LLC 3Y 28.22% Echo Wealth Management, LLC 3Y 11.29% Heritage Financial Services, LLC 3Y 11.01% NavPoint Financial, Inc. 9.12% Wagner Wealth Management, LLC 3Y 7Y 8.6% S Harris Financial Group, LLC 8.53% FMA Wealth Management, LLC 8.18% Planned Solutions, Inc. 3Y 7.71% TPG Financial Advisors, LLC 3Y 7Y 7.69% Vigilare Wealth Management 3Y 6.97%
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