BBCA J P MORGAN EXCHANGE TRADED F

Ownership history in MORRIS FINANCIAL CONCEPTS, INC.  ·  12 quarters on record

AI Ownership Summary

MORRIS FINANCIAL CONCEPTS, INC. reported J P MORGAN EXCHANGE TRADED F (BBCA) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows BBCA at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BBCA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MORRIS FINANCIAL CONCEPTS, 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

BBCA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2023 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 MORRIS FINANCIAL CONCEPTS, INC. held BBCA — position size vs. price
% of Fund (quarterly)    BBCA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 91 0% 0.00% $9K 2026-04-17 $100.24
2025 Q4 UNCHANGED 91 0% 0.00% $8K 2026-02-09 $96.55
2025 Q3 UNCHANGED 91 0% 0.00% $8K 2025-10-21 $85.33
2025 Q2 UNCHANGED 91 0% 0.00% $7K 2025-07-28 $80.34
2025 Q1 UNCHANGED 91 0% 0.00% $7K 2025-04-29 $73.04
2024 Q4 UNCHANGED 91 0% 0.00% $6K 2025-01-29 $71.13
2024 Q3 UNCHANGED 91 0% 0.00% $7K 2024-10-30 $69.71
2024 Q2 UNCHANGED 91 0% 0.00% $6K 2024-07-29 $64.44
2024 Q1 ADDED 91 +8 +9.6% 0.00% $6K 2024-04-18 $61.48
2023 Q4 UNCHANGED 83 0% 0.00% $5K 2024-01-29 $61.30
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MORRIS FINANCIAL CONCEPTS, INC. and BBCA

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

How long has MORRIS FINANCIAL CONCEPTS, INC. reported owning BBCA?

MORRIS FINANCIAL CONCEPTS, INC. reported BBCA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BBCA position in MORRIS FINANCIAL CONCEPTS, INC.'s portfolio?

The largest reported portfolio weight for BBCA was 0.00% in 2024 Q1.

What is the latest reported BBCA position on this page?

The most recent filing on this page is 2026 Q1, when MORRIS FINANCIAL CONCEPTS, INC. reported 91 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this BBCA ownership page compare?

The chart compares MORRIS FINANCIAL CONCEPTS, INC.'s quarterly BBCA 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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