Ridgeline Wealth Planning, LLC JPST — J P MORGAN EXCHANGE TRADED F

Ownership history in Ridgeline Wealth Planning, LLC  ·  6 quarters on record

AI Ownership Summary

Ridgeline Wealth Planning, LLC reported J P MORGAN EXCHANGE TRADED F (JPST) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 16.52% in 2025 Q3. The latest visible filing shows JPST at 14.54% 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 JPST ownership page tells you

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

JPST was reported at 14.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.52% 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 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.

JPST stock page Ridgeline Wealth Planning, LLC fund profile Ridgeline Wealth Planning, LLC full holdings
How Ridgeline Wealth Planning, LLC held JPST — position size vs. price
% of Fund (quarterly)    JPST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 393,352 -929 -0.2% 14.54% $19.9M 2026-05-05 $50.46
2025 Q4 REDUCED 9.1% +0.7% ❌ 394,281 -39,334 -9.1% 14.23% $19.9M 2026-02-03 $50.10
2025 Q3 ADDED — — — 433,615 +98,334 +29.3% 16.52% $22.0M 2025-10-29 $49.51
2025 Q2 ADDED — — — 335,281 +25,600 +8.3% 13.99% $17.0M 2025-07-24 $48.85
2025 Q1 ADDED — — — 309,681 +5,105 +1.7% 15.41% $15.7M 2025-04-30 $48.34
2024 Q4 INITIATED — — — 304,576 — — 14.68% $15.3M 2025-01-29 $47.73

🏢 Other funds also holding JPST

As of 2026 Q1 — sorted by position size

Financially Speaking Inc 36.63% Ridgepath Capital Management LLC 23.62% Fluent Financial, LLC 3Y 7Y 23.24% Cornerstone Management, Inc. 16.57% FOSTER DYKEMA CABOT & PARTNERS, LLC 15.32% Mainstream Capital Management LLC 14.0% LANE BROTHERS & CO INC 12.95% Phoenix Wealth Advisors 3Y 12.93% Cobblestone Asset Management LLC 12.43% Paradigm Capital Management, LLC/NV 3Y 12.32%

FAQ About Ridgeline Wealth Planning, LLC and JPST

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

How long has Ridgeline Wealth Planning, LLC reported owning JPST?

Ridgeline Wealth Planning, LLC reported JPST across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JPST position in Ridgeline Wealth Planning, LLC's portfolio?

The largest reported portfolio weight for JPST was 16.52% in 2025 Q3.

What is the latest reported JPST position on this page?

The most recent filing on this page is 2026 Q1, when Ridgeline Wealth Planning, LLC reported 393,352 shares, equal to 14.54% of portfolio, with an estimated market value of $19.9M.

What does the chart on this JPST ownership page compare?

The chart compares Ridgeline Wealth Planning, LLC's quarterly JPST 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 Ridgeline Wealth Planning, LLC time their JPST position?

Based on 13F filing dates vs. subsequent JPST price moves, Ridgeline Wealth Planning, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on JPST relative to SPY over the holding period was -3.5%.

← Back to Ridgeline Wealth Planning, LLC Holdings