JPIE — J P MORGAN EXCHANGE TRADED F

Ownership history in SMITH, MOORE & CO.  ·  11 quarters on record

This page tracks every 13F SEC filing in which SMITH, MOORE & CO. reported a position in J P MORGAN EXCHANGE TRADED F (JPIE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.33% (2024 Q4)
Avg. % of fund
0.97%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 299,656 +6,147 +2.1% 1.05% $13.9M $45.88
2025 Q3 ADDED 293,509 +9,354 +3.3% 1.04% $13.6M $45.14
2025 Q2 REDUCED 284,155 -5,772 -2.0% 1.10% $13.2M $44.41
2025 Q1 REDUCED 289,927 -30,249 -9.4% 1.24% $13.4M $43.56
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPIE price (monthly, adj. close)

Other funds also holding JPIE

As of 2025 Q4 — sorted by position size

Williams Financial, LLC 3Y 28.22% Echo Wealth Management, LLC 3Y 11.29% Heritage Financial Services, LLC 3Y 11.01% NavPoint Financial, Inc. 9.12% Wagner Wealth Management, LLC 3Y 7Y 8.6% S Harris Financial Group, LLC 8.53% FMA Wealth Management, LLC 8.18% Planned Solutions, Inc. 3Y 7.71% TPG Financial Advisors, LLC 3Y 7Y 7.69% Vigilare Wealth Management 3Y 6.97%
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