JMOM — J P MORGAN EXCHANGE TRADED F

Ownership history in Shore Point Advisors, LLC  ·  16 quarters on record

AI Ownership Summary

Shore Point Advisors, LLC reported J P MORGAN EXCHANGE TRADED F (JMOM) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 15.64% in 2024 Q4. The latest visible filing shows JMOM at 13.65% 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 JMOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Shore Point Advisors, 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 Q1

JMOM was reported at 13.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.64% in 2024 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 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.

JMOM stock page Shore Point Advisors, LLC fund profile Shore Point Advisors, LLC full holdings
How Shore Point Advisors, LLC held JMOM — position size vs. price
% of Fund (quarterly)    JMOM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 657,113 +20,005 +3.1% 13.65% $34.6M 2026-04-08 $71.68
2025 Q4 ADDED 637,108 +140,326 +28.2% 14.37% $34.0M 2026-01-23 $69.97
2025 Q3 REDUCED 496,782 -1,305 -0.3% 14.92% $33.7M 2025-10-24 $68.45
2025 Q2 REDUCED 498,087 -233 -0.0% 15.38% $32.0M 2025-07-09 $64.02
2025 Q1 REDUCED 498,320 -754 -0.2% 14.87% $28.1M 2025-04-24 $55.78
2024 Q4 REDUCED 499,074 -3,109 -0.6% 15.64% $29.1M 2025-01-16 $59.56
2024 Q3 REDUCED 502,183 -3,634 -0.7% 15.36% $28.7M 2024-10-10 $57.07
2024 Q2 ADDED 505,817 +4,372 +0.9% 15.40% $27.1M 2024-07-16 $54.61
2024 Q1 ADDED 501,445 +8,191 +1.7% 15.08% $26.4M 2024-04-30 $49.15
2023 Q4 ADDED 493,254 +241,488 +95.9% 13.95% $22.5M 2024-02-07 $48.03
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JMOM

As of 2026 Q1 — sorted by position size

Nova R Wealth, Inc. 3Y 5.27% 5T Wealth, LLC 2.05% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 1.28% KELLY FINANCIAL GROUP LLC 0.92% Asempa Wealth Advisors 0.48% Wealth Enhancement Trust Services, Inc. 0.37% Klaas Financial Asset Advisors, LLC 3Y 0.36% Professional Financial Advisors, LLC 3Y 0.34% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.27% First Heartland Consultants, Inc. 3Y 7Y 0.11%

FAQ About Shore Point Advisors, LLC and JMOM

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

How long has Shore Point Advisors, LLC reported owning JMOM?

Shore Point Advisors, LLC reported JMOM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JMOM position in Shore Point Advisors, LLC's portfolio?

The largest reported portfolio weight for JMOM was 15.64% in 2024 Q4.

What is the latest reported JMOM position on this page?

The most recent filing on this page is 2026 Q1, when Shore Point Advisors, LLC reported 657,113 shares, equal to 13.65% of portfolio, with an estimated market value of $34.6M.

What does the chart on this JMOM ownership page compare?

The chart compares Shore Point Advisors, LLC's quarterly JMOM 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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