JPLD β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Schiavi & Co LLC  Β·  4 quarters on record

AI Ownership Summary

Schiavi & Co LLC reported J P MORGAN EXCHANGE TRADED F (JPLD) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 13.56% in 2025 Q4. The latest visible filing shows JPLD at 13.56% 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 JPLD 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 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

JPLD was reported at 13.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.56% 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 Q1 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 JPLD β€” position size vs. price
% of Fund (quarterly)    JPLD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 805,931 +69,539 +9.4% 13.56% $42.2M 2026-02-14 (Est.) $52.48
2025 Q3 ADDED 736,392 +14,079 +1.9% 12.73% $38.6M 2025-11-03 $51.58
2025 Q2 ADDED 722,313 +18,320 +2.6% 12.80% $37.7M 2025-08-11 $50.90
2025 Q1 INITIATED 703,993 β€” β€” 13.43% $36.6M 2025-05-08 $49.88

FAQ About Schiavi & Co LLC and JPLD

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 JPLD?

Schiavi & Co LLC reported JPLD across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

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

The largest reported portfolio weight for JPLD was 13.56% in 2025 Q4.

What is the latest reported JPLD position on this page?

The most recent filing on this page is 2025 Q4, when Schiavi & Co LLC reported 805,931 shares, equal to 13.56% of portfolio, with an estimated market value of $42.2M.

What does the chart on this JPLD ownership page compare?

The chart compares Schiavi & Co LLC's quarterly JPLD 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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