JPEM J P MORGAN EXCHANGE TRADED F

Ownership history in Sharkey, Howes & Javer  ·  13 quarters on record

AI Ownership Summary

Sharkey, Howes & Javer reported J P MORGAN EXCHANGE TRADED F (JPEM) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.31% in 2025 Q2. The latest visible filing shows JPEM at 0.06% 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 JPEM 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
2026 Q1

JPEM was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2025 Q2

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 2026 Q1

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 JPEM — position size vs. price
% of Fund (quarterly)    JPEM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 7,271 -2,713 -27.2% 0.06% $452K 2026-04-08 $64.56
2025 Q4 REDUCED 9,984 -2,086 -17.3% 0.08% $606K 2026-01-13 $62.21
2025 Q3 REDUCED 12,070 -28,642 -70.4% 0.09% $712K 2025-10-10 $56.38
2025 Q2 ADDED 40,712 +13,742 +51.0% 0.31% $2.3M 2025-07-10 $54.73
2025 Q1 ADDED 26,970 +9,445 +53.9% 0.20% $1.4M 2025-04-30 $51.07
2024 Q4 ADDED 17,525 +1,780 +11.3% 0.13% $909K 2025-02-05 $49.90
2024 Q3 REDUCED 15,745 -7,134 -31.2% 0.13% $892K 2024-10-21 $51.07
2024 Q2 ADDED 22,879 +10,252 +81.2% 0.20% $1.2M 2024-07-17 $50.88
2024 Q1 REDUCED 12,627 -5,546 -30.5% 0.11% $675K 2024-04-18 $48.23
2023 Q4 REDUCED 18,173 -3,291 -15.3% 0.17% $950K 2024-01-19 $46.49
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sharkey, Howes & Javer and JPEM

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 JPEM?

Sharkey, Howes & Javer reported JPEM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for JPEM was 0.31% in 2025 Q2.

What is the latest reported JPEM position on this page?

The most recent filing on this page is 2026 Q1, when Sharkey, Howes & Javer reported 7,271 shares, equal to 0.06% of portfolio, with an estimated market value of $452K.

What does the chart on this JPEM ownership page compare?

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