JPMB β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Sharkey, Howes & Javer  Β·  8 quarters on record

AI Ownership Summary

Sharkey, Howes & Javer reported J P MORGAN EXCHANGE TRADED F (JPMB) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.12% in 2025 Q1. The latest visible filing shows JPMB at 0.03% 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 JPMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sharkey, Howes & Javer'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 Q3

JPMB was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q1

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 Q3

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 Sharkey, Howes & Javer held JPMB β€” position size vs. price
% of Fund (quarterly)    JPMB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 6,383 -11,188 -63.7% 0.03% $258K 2025-10-10 $39.05
2025 Q2 REDUCED 17,571 -4,709 -21.1% 0.09% $685K 2025-07-10 $37.38
2025 Q1 ADDED 22,280 +5,025 +29.1% 0.12% $859K 2025-04-30 $35.91
2024 Q4 ADDED 17,255 +1,181 +7.3% 0.09% $656K 2025-02-05 $36.00
2024 Q3 ADDED 16,074 +239 +1.5% 0.09% $653K 2024-10-21 $35.93
2024 Q2 REDUCED 15,835 -2,015 -11.3% 0.10% $612K 2024-07-17 $35.20
2024 Q1 ADDED 17,850 +12,180 +214.8% 0.11% $701K 2024-04-18 $33.60
2023 Q4 INITIATED 5,670 β€” β€” 0.04% $226K 2024-01-19 $33.92

FAQ About Sharkey, Howes & Javer and JPMB

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

How long has Sharkey, Howes & Javer reported owning JPMB?

Sharkey, Howes & Javer reported JPMB across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported JPMB position in Sharkey, Howes & Javer's portfolio?

The largest reported portfolio weight for JPMB was 0.12% in 2025 Q1.

What is the latest reported JPMB position on this page?

The most recent filing on this page is 2025 Q3, when Sharkey, Howes & Javer reported 6,383 shares, equal to 0.03% of portfolio, with an estimated market value of $258K.

What does the chart on this JPMB ownership page compare?

The chart compares Sharkey, Howes & Javer's quarterly JPMB 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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