JPLD β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Portfolio Resources Advisor Group, Inc.  Β·  2 quarters on record

AI Ownership Summary

Portfolio Resources Advisor Group, Inc. reported J P MORGAN EXCHANGE TRADED F (JPLD) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.08% in 2025 Q4. The latest visible filing shows JPLD at 0.08% 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 JPLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Portfolio Resources Advisor Group, 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

JPLD was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q4

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

Time in book
Holding Window
2025 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 Portfolio Resources Advisor Group, Inc. held JPLD β€” position size vs. price
% of Fund (quarterly)    JPLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,538 β€” 0% 0.08% $80K 2026-04-14 $52.20
2025 Q4 INITIATED 1,538 β€” β€” 0.08% $81K 2026-02-13 $52.30

FAQ About Portfolio Resources Advisor Group, Inc. and JPLD

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

How long has Portfolio Resources Advisor Group, Inc. reported owning JPLD?

Portfolio Resources Advisor Group, Inc. reported JPLD across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported JPLD position in Portfolio Resources Advisor Group, Inc.'s portfolio?

The largest reported portfolio weight for JPLD was 0.08% in 2025 Q4.

What is the latest reported JPLD position on this page?

The most recent filing on this page is 2026 Q1, when Portfolio Resources Advisor Group, Inc. reported 1,538 shares, equal to 0.08% of portfolio, with an estimated market value of $80K.

What does the chart on this JPLD ownership page compare?

The chart compares Portfolio Resources Advisor Group, Inc.'s quarterly JPLD 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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