JPIN J P MORGAN EXCHANGE TRADED F

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

AI Ownership Summary

Schiavi & Co LLC reported J P MORGAN EXCHANGE TRADED F (JPIN) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.16% in 2023 Q4. The latest visible filing shows JPIN at 0.15% 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 JPIN 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

JPIN was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% 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.

How Schiavi & Co LLC held JPIN — position size vs. price
% of Fund (quarterly)    JPIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 7,076 0% 0.15% $482K 2026-02-14 (Est.) $75.26
2025 Q3 UNCHANGED 7,076 0% 0.16% $471K 2025-11-03 $65.67
2025 Q2 UNCHANGED 7,076 0% 0.15% $454K 2025-08-11 $63.02
2025 Q1 UNCHANGED 7,076 0% 0.15% $404K 2025-05-08 $57.91
2024 Q4 UNCHANGED 7,076 0% 0.15% $379K 2025-02-13 $54.01
2024 Q3 UNCHANGED 7,076 0% 0.15% $425K 2024-11-13 $51.74
2024 Q2 UNCHANGED 7,076 0% 0.15% $391K 2024-08-08 $51.37
2024 Q1 UNCHANGED 7,076 0% 0.16% $399K 2024-05-06 $51.79
2023 Q4 INITIATED 7,076 0.16% $384K 2024-02-08 $48.83

FAQ About Schiavi & Co LLC and JPIN

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 JPIN?

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

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

The largest reported portfolio weight for JPIN was 0.16% in 2023 Q4.

What is the latest reported JPIN position on this page?

The most recent filing on this page is 2025 Q4, when Schiavi & Co LLC reported 7,076 shares, equal to 0.15% of portfolio, with an estimated market value of $482K.

What does the chart on this JPIN ownership page compare?

The chart compares Schiavi & Co LLC's quarterly JPIN 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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