JPUS β€” JPMORGAN DIVER

Ownership history in Schiavi & Co LLC  Β·  9 quarters on record

AI Ownership Summary

Schiavi & Co LLC reported JPMORGAN DIVER (JPUS) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.57% in 2025 Q4. The latest visible filing shows JPUS at 0.57% 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 JPUS 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 JPMORGAN DIVER, 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

JPUS was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% 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
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 JPUS β€” position size vs. price
% of Fund (quarterly)    JPUS 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 ADDED 26,410 +19,843 +302.2% 0.57% $1.8M 2026-02-14 (Est.) $134.75
2025 Q3 UNCHANGED 6,567 β€” 0% 0.27% $814K 2025-11-03 $119.88
2025 Q2 UNCHANGED 6,567 β€” 0% 0.26% $776K 2025-08-11 $117.07
2025 Q1 UNCHANGED 6,567 β€” 0% 0.28% $757K 2025-05-08 $111.14
2024 Q4 UNCHANGED 6,567 β€” 0% 0.29% $749K 2025-02-13 $114.69
2024 Q3 UNCHANGED 6,567 β€” 0% 0.29% $786K 2024-11-13 $116.92
2024 Q2 UNCHANGED 6,567 β€” 0% 0.28% $717K 2024-08-08 $107.55
2024 Q1 UNCHANGED 6,567 β€” 0% 0.29% $736K 2024-05-06 $104.14
2023 Q4 INITIATED 6,567 β€” β€” 0.28% $675K 2024-02-08 $98.74

FAQ About Schiavi & Co LLC and JPUS

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 JPUS?

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

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

The largest reported portfolio weight for JPUS was 0.57% in 2025 Q4.

What is the latest reported JPUS position on this page?

The most recent filing on this page is 2025 Q4, when Schiavi & Co LLC reported 26,410 shares, equal to 0.57% of portfolio, with an estimated market value of $1.8M.

What does the chart on this JPUS ownership page compare?

The chart compares Schiavi & Co LLC's quarterly JPUS 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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