OBSIDIAN CIO, LLC JIVE — J P MORGAN EXCHANGE TRADED F

Ownership history in OBSIDIAN CIO, LLC  ·  8 quarters on record

AI Ownership Summary

OBSIDIAN CIO, LLC reported J P MORGAN EXCHANGE TRADED F (JIVE) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 4.94% in 2025 Q3. The latest visible filing shows JIVE at 3.08% 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 JIVE ownership page tells you

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

JIVE was reported at 3.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.94% in 2025 Q3

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

Time in book
Holding Window
2024 Q2 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.

JIVE stock page OBSIDIAN CIO, LLC fund profile OBSIDIAN CIO, LLC full holdings
How OBSIDIAN CIO, LLC held JIVE — position size vs. price
% of Fund (quarterly)    JIVE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 40,083 +6,844 +20.6% 3.08% $3.4M 2026-05-11 $92.39
2025 Q4 REDUCED 93.3% +6.7% ❌ 33,239 -466,417 -93.3% 3.95% $2.7M 2026-02-18 $90.32
2025 Q3 ADDED — — — 499,656 +19,506 +4.1% 4.94% $37.7M 2025-10-21 $73.17
2025 Q2 ADDED — — — 480,150 +24,709 +5.4% 4.83% $33.3M 2025-08-07 $69.64
2025 Q1 ADDED — — — 455,441 +29,926 +7.0% 4.58% $28.2M 2025-05-05 $62.16
2024 Q4 ADDED — — — 425,515 +39,093 +10.1% 4.28% $23.5M 2025-02-11 $57.17
2024 Q3 ADDED — — — 386,422 +106,920 +38.3% 4.86% $23.1M 2024-11-04 $54.91
2024 Q2 INITIATED — — — 279,502 — — 3.70% $15.6M 2024-07-26 $54.06

🏢 Other funds also holding JIVE

As of 2026 Q1 — sorted by position size

AVAII WEALTH MANAGEMENT, LLC 3Y 4.32% Saxony Capital Management, LLC 3.22% Wayfinding Financial, LLC 3Y 2.64% WESPAC Advisors, LLC 3Y 7Y 2.56% Aspire Capital Advisors LLC 3Y 2.54% Modus Advisors, LLC 3Y 2.53% A4 Wealth Advisors LLC 2.41% Oak Barrel Wealth Advisory LLC 2.3% TKG Advisors, LLC 3Y 2.26% Comprehensive Financial Planning, Inc./PA 2.23%

FAQ About OBSIDIAN CIO, LLC and JIVE

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

How long has OBSIDIAN CIO, LLC reported owning JIVE?

OBSIDIAN CIO, LLC reported JIVE across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported JIVE position in OBSIDIAN CIO, LLC's portfolio?

The largest reported portfolio weight for JIVE was 4.94% in 2025 Q3.

What is the latest reported JIVE position on this page?

The most recent filing on this page is 2026 Q1, when OBSIDIAN CIO, LLC reported 40,083 shares, equal to 3.08% of portfolio, with an estimated market value of $3.4M.

What does the chart on this JIVE ownership page compare?

The chart compares OBSIDIAN CIO, LLC's quarterly JIVE 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 OBSIDIAN CIO, LLC time their JIVE position?

Based on 13F filing dates vs. subsequent JIVE price moves, OBSIDIAN CIO, LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on JIVE relative to SPY over the holding period was +12.4%.

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