Running Point Capital Advisors, LLC JPIB — J P MORGAN EXCHANGE-TRADED F

Ownership history in Running Point Capital Advisors, LLC  ·  16 quarters on record

AI Ownership Summary

Running Point Capital Advisors, LLC reported J P MORGAN EXCHANGE-TRADED F (JPIB) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.08% in 2023 Q4. The latest visible filing shows JPIB at 1.60% 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 Running Point Capital Advisors, 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
2025 Q4

JPIB was reported at 1.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.08% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

JPIB stock page Running Point Capital Advisors, LLC fund profile Running Point Capital Advisors, LLC full holdings
How Running Point Capital Advisors, 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 120,664 +19,983 +19.8% 1.60% $5.9M 2026-02-14 (Est.) $48.88
2025 Q3 ADDED — — — 100,681 +11,589 +13.0% 1.32% $4.9M 2025-10-28 $48.17
2025 Q2 REDUCED 14.0% +2.0% ❌ 89,092 -14,547 -14.0% 1.20% $4.3M 2025-08-12 $47.13
2025 Q1 REDUCED 5.6% +2.8% ❌ 103,639 -6,169 -5.6% 1.57% $5.0M 2025-05-15 $45.83
2024 Q4 ADDED — — — 109,808 +17,912 +19.5% 1.78% $5.2M 2025-02-11 $45.11
2024 Q3 REDUCED — — — 91,896 -2,748 -2.9% 1.73% $4.5M 2024-11-12 $44.44
2024 Q2 ADDED — — — 94,644 +1,568 +1.7% 1.84% $4.5M 2024-08-13 $44.21
2024 Q1 ADDED — — — 93,076 +4,057 +4.6% 1.98% $4.4M 2024-05-15 $43.24
2023 Q4 ADDED — — — 89,019 +68,269 +329.0% 2.08% $4.3M 2024-02-13 $42.63
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPIB

As of 2026 Q1 — sorted by position size

Midwest Financial Partners Investments, Inc. 11.56% Broadway Wealth Solutions, Inc. 3.78% Refined Wealth Management 3Y 3.52% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 3.17% Winter & Associates, Inc. 2.94% Goldstone Financial Group, LLC 2.79% Econ Financial Services Corp 3Y 7Y 2.64% Marmo Financial Group, LLC 3Y 2.61% Windsor Capital Management, LLC 3Y 7Y 2.04% Cadent Capital Advisors, LLC 3Y 1.98%

FAQ About Running Point Capital Advisors, 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 Running Point Capital Advisors, LLC reported owning JPIB?

Running Point Capital Advisors, LLC reported JPIB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPIB position in Running Point Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for JPIB was 2.08% in 2023 Q4.

What is the latest reported JPIB position on this page?

The most recent filing on this page is 2025 Q4, when Running Point Capital Advisors, LLC reported 120,664 shares, equal to 1.60% of portfolio, with an estimated market value of $5.9M.

What does the chart on this JPIB ownership page compare?

The chart compares Running Point Capital Advisors, 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 Running Point Capital Advisors, LLC time their JPIB position?

Based on 13F filing dates vs. subsequent JPIB price moves, Running Point Capital Advisors, LLC correctly timed 7 out of 15 reported position changes (47%). The annualised alpha on JPIB relative to SPY over the holding period was -11.0%.

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