Roof Eidam Maycock Peralta, LLC JPST — JP MORGAN EXCHANGE TRADED FD

Ownership history in Roof Eidam Maycock Peralta, LLC  ·  33 quarters on record

AI Ownership Summary

Roof Eidam Maycock Peralta, LLC reported JP MORGAN EXCHANGE TRADED FD (JPST) in 33 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 10.92% in 2025 Q1. The latest visible filing shows JPST at 6.68% 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 JPST 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 JP MORGAN EXCHANGE TRADED FD, 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 6.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.92% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 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 Roof Eidam Maycock Peralta, LLC fund profile Roof Eidam Maycock Peralta, LLC full holdings
How Roof Eidam Maycock Peralta, 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 575,835 +16,817 +3.0% 6.68% $29.1M 2026-05-14 $50.17
2025 Q4 ADDED — — — 559,018 +149,976 +36.7% 6.41% $28.3M 2026-01-26 $49.71
2025 Q3 REDUCED 47.5% +1.1% ❌ 409,042 -370,744 -47.5% 5.04% $20.8M 2025-10-27 $49.20
2025 Q2 REDUCED — — — 779,786 -33,315 -4.1% 9.74% $39.5M 2025-07-29 $48.56
2025 Q1 ADDED — — — 813,101 +65,099 +8.7% 10.92% $41.2M 2025-05-09 $48.02
2024 Q4 ADDED — — — 748,002 +385,586 +106.4% 9.73% $37.7M 2025-02-13 $47.49
2024 Q3 ADDED — — — 362,416 +93,920 +35.0% 4.68% $18.4M 2024-10-21 $46.84
2024 Q2 ADDED — — — 268,496 +9,216 +3.6% 3.67% $13.6M 2024-08-07 $46.33
2024 Q1 ADDED — — — 259,280 +6,307 +2.5% 3.59% $13.1M 2024-05-06 $45.55
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPST

As of 2026 Q2 — sorted by position size

Cornerstone Management, Inc. 3Y 16.36% Mainstream Capital Management LLC 12.25% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 10.51% White Wing Wealth Management 10.25% IMZ Advisory Inc 9.16% Crane Advisory, LLC 3Y 8.69% HIGHLINE WEALTH PARTNERS LLC 6.68% Rosenberg Matthew Hamilton 3Y 6.42% Selby Wealth Management, LLC 6.2% Alpha Omega Wealth Management LLC 3Y 7Y 6.14%

FAQ About Roof Eidam Maycock Peralta, 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 Roof Eidam Maycock Peralta, LLC reported owning JPST?

Roof Eidam Maycock Peralta, LLC reported JPST across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for JPST was 10.92% in 2025 Q1.

What is the latest reported JPST position on this page?

The most recent filing on this page is 2026 Q1, when Roof Eidam Maycock Peralta, LLC reported 575,835 shares, equal to 6.68% of portfolio, with an estimated market value of $29.1M.

What does the chart on this JPST ownership page compare?

The chart compares Roof Eidam Maycock Peralta, 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 Roof Eidam Maycock Peralta, LLC time their JPST position?

Based on 13F filing dates vs. subsequent JPST price moves, Roof Eidam Maycock Peralta, LLC correctly timed 20 out of 31 reported position changes (65%). The annualised alpha on JPST relative to SPY over the holding period was -10.5%.

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