Schiavi & Co LLC JPIN J P MORGAN EXCHANGE TRADED F

Ownership history in Schiavi & Co LLC  ·  11 quarters on record

AI Ownership Summary

Schiavi & Co LLC reported J P MORGAN EXCHANGE TRADED F (JPIN) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.16% in 2024 Q1. The latest visible filing shows JPIN at 0.14% 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 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
2026 Q2

JPIN was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 7,076 0% 0.14% $512K 2026-08-10 $76.33
2026 Q1 UNCHANGED 7,076 0% 0.15% $504K 2026-05-12 $73.31
2025 Q4 UNCHANGED 7,076 0% 0.15% $482K 2026-02-13 $74.33
2025 Q3 UNCHANGED 7,076 0% 0.16% $471K 2025-11-03 $64.86
2025 Q2 UNCHANGED 7,076 0% 0.15% $454K 2025-08-11 $62.24
2025 Q1 UNCHANGED 7,076 0% 0.15% $404K 2025-05-08 $57.20
2024 Q4 UNCHANGED 7,076 0% 0.15% $379K 2025-02-13 $53.34
2024 Q3 UNCHANGED 7,076 0% 0.15% $425K 2024-11-13 $51.10
2024 Q2 UNCHANGED 7,076 0% 0.15% $391K 2024-08-08 $50.73
2024 Q1 UNCHANGED 7,076 0% 0.16% $399K 2024-05-06 $51.15
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

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 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for JPIN was 0.16% in 2024 Q1.

What is the latest reported JPIN position on this page?

The most recent filing on this page is 2026 Q2, when Schiavi & Co LLC reported 7,076 shares, equal to 0.14% of portfolio, with an estimated market value of $512K.

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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