Paradigm Capital Management, LLC/NV JEPI β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Paradigm Capital Management, LLC/NV  Β·  1 quarter on record

AI Ownership Summary

Paradigm Capital Management, LLC/NV reported J P MORGAN EXCHANGE TRADED F (JEPI) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 1.3% in 2026 Q2. The latest visible filing shows JEPI at 1.30% 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 JEPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Paradigm Capital Management, LLC/NV'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 Q2

JEPI was reported at 1.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.3% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 Paradigm Capital Management, LLC/NV held JEPI β€” position size vs. price
% of Fund (quarterly)    JEPI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 26,725 β€” β€” 1.30% $2K 2026-08-14 $58.02

FAQ About Paradigm Capital Management, LLC/NV and JEPI

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

How long has Paradigm Capital Management, LLC/NV reported owning JEPI?

Paradigm Capital Management, LLC/NV reported JEPI across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported JEPI position in Paradigm Capital Management, LLC/NV's portfolio?

The largest reported portfolio weight for JEPI was 1.30% in 2026 Q2.

What is the latest reported JEPI position on this page?

The most recent filing on this page is 2026 Q2, when Paradigm Capital Management, LLC/NV reported 26,725 shares, equal to 1.30% of portfolio, with an estimated market value of $2K.

What does the chart on this JEPI ownership page compare?

The chart compares Paradigm Capital Management, LLC/NV's quarterly JEPI 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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