ST GERMAIN D J CO INC JPEF — JPMORGAN EQUITY FOCUS ETF

Ownership history in ST GERMAIN D J CO INC  ·  8 quarters on record

AI Ownership Summary

ST GERMAIN D J CO INC reported JPMORGAN EQUITY FOCUS ETF (JPEF) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows JPEF at 0.01% 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 JPEF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ST GERMAIN D J CO INC's position in JPMORGAN EQUITY FOCUS ETF, 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

JPEF was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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 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.

JPEF stock page ST GERMAIN D J CO INC fund profile ST GERMAIN D J CO INC full holdings
How ST GERMAIN D J CO INC held JPEF — position size vs. price
% of Fund (quarterly)    JPEF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 2,836 — 0% 0.01% $210K 2025-10-07 $73.74
2025 Q2 UNCHANGED — — — 2,836 — 0% 0.01% $199K 2025-07-16 $69.82
2025 Q1 UNCHANGED — — — 2,836 — 0% 0.01% $181K 2025-04-09 $62.01
2024 Q4 UNCHANGED — — — 2,836 — 0% 0.01% $190K 2025-01-10 $66.15
2024 Q3 UNCHANGED — — — 2,836 — 0% 0.01% $186K 2024-10-18 $66.40
2024 Q2 UNCHANGED — — — 2,836 — 0% 0.01% $177K 2024-07-08 $62.56
2024 Q1 UNCHANGED — — — 2,836 — 0% 0.01% $170K 2024-04-02 $58.39
2023 Q4 INITIATED — — — 2,836 — — 0.01% $150K 2024-01-02 $51.88

🏢 Other funds also holding JPEF

As of 2026 Q1 — sorted by position size

Balance Wealth, LLC 5.99% Leverty Financial Group, LLC 3Y 5.39% NOVEM GROUP 1.33% Investment Planning Advisors, Inc. 1.3% Morangie Management LLC 0.99% Willow Financial LLC 0.83% First Citizens Financial Corp 3Y 0.59% SFG Wealth Management, LLC. 3Y 0.47% CORA CAPITAL ADVISORS LLC 3Y 0.4% 5T Wealth, LLC 0.36%

FAQ About ST GERMAIN D J CO INC and JPEF

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

How long has ST GERMAIN D J CO INC reported owning JPEF?

ST GERMAIN D J CO INC reported JPEF across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported JPEF position in ST GERMAIN D J CO INC's portfolio?

The largest reported portfolio weight for JPEF was 0.01% in 2024 Q4.

What is the latest reported JPEF position on this page?

The most recent filing on this page is 2025 Q3, when ST GERMAIN D J CO INC reported 2,836 shares, equal to 0.01% of portfolio, with an estimated market value of $210K.

What does the chart on this JPEF ownership page compare?

The chart compares ST GERMAIN D J CO INC's quarterly JPEF 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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