Menard Financial Group LLC JPIE — J P MORGAN EXCHANGE TRADED F

Ownership history in Menard Financial Group LLC  ·  9 quarters on record

AI Ownership Summary

Menard Financial Group LLC reported J P MORGAN EXCHANGE TRADED F (JPIE) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.64% in 2024 Q1. The latest visible filing shows JPIE at 0.53% 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 JPIE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Menard Financial Group 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 Q1

JPIE was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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.

JPIE stock page Menard Financial Group LLC fund profile Menard Financial Group LLC full holdings
How Menard Financial Group LLC held JPIE — position size vs. price
% of Fund (quarterly)    JPIE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 16,503 +252 +1.6% 0.53% $760K 2026-05-14 $45.98
2025 Q4 REDUCED — — — 16,251 -543 -3.2% 0.52% $752K 2026-02-13 $45.86
2025 Q3 REDUCED — — — 16,794 -44 -0.3% 0.52% $779K 2025-11-14 $44.98
2025 Q2 REDUCED — — — 16,838 -260 -1.5% 0.46% $780K 2025-08-13 $44.44
2025 Q1 REDUCED — — — 17,098 -227 -1.3% 0.51% $782K 2025-05-08 $43.21
2024 Q4 REDUCED — — — 17,325 -61 -0.4% 0.47% $790K 2025-02-28 $43.06
2024 Q3 REDUCED — — — 17,386 -389 -2.2% 0.53% $807K 2024-11-14 $41.97
2024 Q2 ADDED — — — 17,775 +1,068 +6.4% 0.58% $808K 2024-08-09 $41.38
2024 Q1 INITIATED — — — 16,707 — — 0.64% $761K 2024-05-14 $40.32

🏢 Other funds also holding JPIE

As of 2026 Q1 — sorted by position size

Williams Financial, LLC 3Y 28.19% NORTHLAND SECURITIES, INC. 17.86% Longview Financial Advisors LLC 13.02% Echo Wealth Management, LLC 3Y 11.71% NavPoint Financial, Inc. 9.29% Armor Investment Advisors, LLC 3Y 7Y 9.02% Pearl Planning LLC 8.82% S Harris Financial Group, LLC 8.5% FMA Wealth Management, LLC 8.44% Wagner Wealth Management, LLC 3Y 7Y 8.42%

FAQ About Menard Financial Group LLC and JPIE

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

How long has Menard Financial Group LLC reported owning JPIE?

Menard Financial Group LLC reported JPIE across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported JPIE position in Menard Financial Group LLC's portfolio?

The largest reported portfolio weight for JPIE was 0.64% in 2024 Q1.

What is the latest reported JPIE position on this page?

The most recent filing on this page is 2026 Q1, when Menard Financial Group LLC reported 16,503 shares, equal to 0.53% of portfolio, with an estimated market value of $760K.

What does the chart on this JPIE ownership page compare?

The chart compares Menard Financial Group LLC's quarterly JPIE 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.

How well did Menard Financial Group LLC time their JPIE position?

Based on 13F filing dates vs. subsequent JPIE price moves, Menard Financial Group LLC correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on JPIE relative to SPY over the holding period was +0.4%.

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