JCPB β€” J P MORGAN EXCHANGE TRADED F

Ownership history in M.E. ALLISON & CO., INC.  Β·  6 quarters on record

AI Ownership Summary

M.E. ALLISON & CO., INC. reported J P MORGAN EXCHANGE TRADED F (JCPB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.26% in 2024 Q4. The latest visible filing shows JCPB at 0.16% 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 JCPB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M.E. ALLISON & 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

JCPB was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2024 Q4

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

Time in book
Holding Window
2024 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.

JCPB stock page M.E. ALLISON & CO., INC. fund profile M.E. ALLISON & CO., INC. full holdings
How M.E. ALLISON & CO., INC. held JCPB β€” position size vs. price
% of Fund (quarterly)    JCPB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 5,025 β€” 0% 0.16% $237K 2026-04-08 $47.14
2025 Q4 UNCHANGED 5,025 β€” 0% 0.16% $238K 2026-01-12 $46.90
2025 Q3 UNCHANGED 5,025 β€” 0% 0.17% $239K 2025-10-08 $46.32
2025 Q2 UNCHANGED 5,025 β€” 0% 0.19% $236K 2025-07-25 $45.06
2025 Q1 UNCHANGED 5,025 β€” 0% 0.23% $236K 2025-04-17 $44.11
2024 Q4 INITIATED 5,025 β€” β€” 0.26% $232K 2025-01-16 $43.37

🏒 Other funds also holding JCPB

As of 2026 Q1 β€” sorted by position size

Wiser Wealth Management, Inc 3Y 13.05% FMA Wealth Management, LLC 9.76% VOISARD ASSET MANAGEMENT GROUP, INC. 7.88% KELLY FINANCIAL GROUP LLC 7.74% Selby Wealth Management, LLC 7.3% Harbor Group, Inc. 3Y 7.28% Aspen Wealth Management LLC 3Y 7.21% CGN Advisors LLC 3Y 6.7% Bond & Devick Financial Network, Inc. 3Y 6.01% John W. Brooker & Co., CPAs 3Y 4.32%

FAQ About M.E. ALLISON & CO., INC. and JCPB

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

How long has M.E. ALLISON & CO., INC. reported owning JCPB?

M.E. ALLISON & CO., INC. reported JCPB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JCPB position in M.E. ALLISON & CO., INC.'s portfolio?

The largest reported portfolio weight for JCPB was 0.26% in 2024 Q4.

What is the latest reported JCPB position on this page?

The most recent filing on this page is 2026 Q1, when M.E. ALLISON & CO., INC. reported 5,025 shares, equal to 0.16% of portfolio, with an estimated market value of $237K.

What does the chart on this JCPB ownership page compare?

The chart compares M.E. ALLISON & CO., INC.'s quarterly JCPB 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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