Roof Eidam Maycock Peralta, LLC JPIB J P MORGAN EXCHANGE TRADED F

Ownership history in Roof Eidam Maycock Peralta, LLC  ·  17 quarters on record

AI Ownership Summary

Roof Eidam Maycock Peralta, LLC reported J P MORGAN EXCHANGE TRADED F (JPIB) in 17 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 1.03% in 2025 Q4. The latest visible filing shows JPIB at 0.93% 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 JPIB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Roof Eidam Maycock Peralta, 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 Q2

JPIB was reported at 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% 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 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 Roof Eidam Maycock Peralta, LLC held JPIB — position size vs. price
% of Fund (quarterly)    JPIB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 97,660 +4,525 +4.9% 0.93% $4.7M 2026-07-24 $nan
2026 Q1 UNCHANGED 93,135 0% 1.02% $4.5M 2026-05-14 $47.56
2025 Q4 ADDED 93,135 +12,000 +14.8% 1.03% $4.5M 2026-01-26 $47.93
2025 Q3 ADDED 81,135 +1,250 +1.6% 0.97% $4.0M 2025-10-27 $47.52
2025 Q2 ADDED 79,885 +69,685 +683.2% 0.96% $3.9M 2025-07-29 $46.21
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Roof Eidam Maycock Peralta, LLC and JPIB

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

How long has Roof Eidam Maycock Peralta, LLC reported owning JPIB?

Roof Eidam Maycock Peralta, LLC reported JPIB across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported JPIB position in Roof Eidam Maycock Peralta, LLC's portfolio?

The largest reported portfolio weight for JPIB was 1.03% in 2025 Q4.

What is the latest reported JPIB position on this page?

The most recent filing on this page is 2026 Q2, when Roof Eidam Maycock Peralta, LLC reported 97,660 shares, equal to 0.93% of portfolio, with an estimated market value of $4.7M.

What does the chart on this JPIB ownership page compare?

The chart compares Roof Eidam Maycock Peralta, LLC's quarterly JPIB 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 Roof Eidam Maycock Peralta, LLC time their JPIB position?

Based on 13F filing dates vs. subsequent JPIB price moves, Roof Eidam Maycock Peralta, LLC correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on JPIB relative to SPY over the holding period was -6.3%.

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