JPEM β€” J P MORGAN EXCHANGE TRADED

Ownership history in Schiavi & Co LLC  Β·  14 quarters on record

AI Ownership Summary

Schiavi & Co LLC reported J P MORGAN EXCHANGE TRADED (JPEM) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.13% in 2024 Q4. The latest visible filing shows JPEM at 0.90% 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 JPEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Schiavi & Co LLC's position in J P MORGAN EXCHANGE TRADED, 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

JPEM was reported at 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2024 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.

How Schiavi & Co LLC held JPEM β€” position size vs. price
% of Fund (quarterly)    JPEM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 46,252 -7,795 -14.4% 0.90% $2.8M 2026-02-14 (Est.) $65.63
2025 Q3 REDUCED 54,047 -4,812 -8.2% 1.05% $3.2M 2025-11-03 $58.92
2025 Q2 ADDED 58,859 +2,891 +5.2% 1.13% $3.3M 2025-08-11 $55.47
2025 Q1 ADDED 55,968 +120 +0.2% 1.08% $3.0M 2025-05-08 $51.70
2024 Q4 ADDED 55,848 +12,188 +27.9% 1.13% $2.9M 2025-02-13 $50.37
2024 Q3 REDUCED 43,660 -613 -1.4% 0.90% $2.5M 2024-11-13 $49.78
2024 Q2 REDUCED 44,273 -345 -0.8% 0.94% $2.4M 2024-08-08 $49.23
2024 Q1 REDUCED 44,618 -447 -1.0% 0.94% $2.4M 2024-05-06 $50.36
2023 Q4 ADDED 45,065 +36,120 +403.8% 0.98% $2.4M 2024-02-08 $47.79
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Schiavi & Co LLC and JPEM

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

How long has Schiavi & Co LLC reported owning JPEM?

Schiavi & Co LLC reported JPEM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPEM position in Schiavi & Co LLC's portfolio?

The largest reported portfolio weight for JPEM was 1.13% in 2024 Q4.

What is the latest reported JPEM position on this page?

The most recent filing on this page is 2025 Q4, when Schiavi & Co LLC reported 46,252 shares, equal to 0.90% of portfolio, with an estimated market value of $2.8M.

What does the chart on this JPEM ownership page compare?

The chart compares Schiavi & Co LLC's quarterly JPEM 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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