VOISARD ASSET MANAGEMENT GROUP, INC. JCPB J P MORGAN EXCHANGE TRADED F

Ownership history in VOISARD ASSET MANAGEMENT GROUP, INC.  ·  10 quarters on record

AI Ownership Summary

VOISARD ASSET MANAGEMENT GROUP, INC. reported J P MORGAN EXCHANGE TRADED F (JCPB) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 21.16% in 2024 Q1. The latest visible filing shows JCPB at 7.88% 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 JCPB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VOISARD ASSET MANAGEMENT GROUP, INC.'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

JCPB was reported at 7.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
21.16% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 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 VOISARD ASSET MANAGEMENT GROUP, INC. held JCPB — position size vs. price
% of Fund (quarterly)    JCPB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 784,246 +130,413 +19.9% 7.88% $36.9M 2026-04-13 $46.61
2025 Q4 ADDED 653,833 +35,196 +5.7% 6.68% $31.0M 2026-01-20 $46.16
2025 Q3 ADDED 618,637 +12,640 +2.1% 6.81% $29.4M 2025-10-14 $46.04
2025 Q2 REDUCED 6.6% +2.3% 605,997 -42,994 -6.6% 7.35% $28.5M 2025-07-10 $44.49
2025 Q1 REDUCED 7.9% +1.3% 648,991 -55,802 -7.9% 8.92% $30.5M 2025-05-14 $43.49
2024 Q4 REDUCED 16.2% +2.9% 704,793 -135,904 -16.2% 10.85% $32.5M 2025-02-07 $43.29
2024 Q3 ADDED 840,697 +19,660 +2.4% 16.90% $40.6M 2024-10-25 $43.05
2024 Q2 ADDED 821,037 +15,180 +1.9% 18.60% $38.0M 2024-07-15 $42.35
2024 Q1 ADDED 805,857 +38,986 +5.1% 21.16% $37.6M 2024-04-16 $40.48
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JCPB

As of 2026 Q2 — sorted by position size

CX Institutional 3Y 7Y 0.0%

FAQ About VOISARD ASSET MANAGEMENT GROUP, INC. and JCPB

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

How long has VOISARD ASSET MANAGEMENT GROUP, INC. reported owning JCPB?

VOISARD ASSET MANAGEMENT GROUP, INC. reported JCPB across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported JCPB position in VOISARD ASSET MANAGEMENT GROUP, INC.'s portfolio?

The largest reported portfolio weight for JCPB was 21.16% in 2024 Q1.

What is the latest reported JCPB position on this page?

The most recent filing on this page is 2026 Q1, when VOISARD ASSET MANAGEMENT GROUP, INC. reported 784,246 shares, equal to 7.88% of portfolio, with an estimated market value of $36.9M.

What does the chart on this JCPB ownership page compare?

The chart compares VOISARD ASSET MANAGEMENT GROUP, INC.'s quarterly JCPB 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.

How well did VOISARD ASSET MANAGEMENT GROUP, INC. time their JCPB position?

Based on 13F filing dates vs. subsequent JCPB price moves, VOISARD ASSET MANAGEMENT GROUP, INC. correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on JCPB relative to SPY over the holding period was -9.8%.

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