BBCA J P MORGAN EXCHANGE TRADED F

Ownership history in Willis Johnson & Associates, Inc.  ·  13 quarters on record

AI Ownership Summary

Willis Johnson & Associates, Inc. reported J P MORGAN EXCHANGE TRADED F (BBCA) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.85% in 2025 Q4. The latest visible filing shows BBCA at 0.85% 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 BBCA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Willis Johnson & Associates, 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
2025 Q4

BBCA was reported at 0.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2025 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Willis Johnson & Associates, Inc. held BBCA — position size vs. price
% of Fund (quarterly)    BBCA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 148,675 +5,258 +3.7% 0.85% $13.8M 2026-02-14 (Est.) $96.18
2025 Q3 ADDED 143,417 +9,228 +6.9% 0.77% $12.5M 2025-11-06 $84.74
2025 Q2 ADDED 134,189 +29,882 +28.6% 0.74% $10.8M 2025-08-13 $81.83
2025 Q1 ADDED 104,307 +3,147 +3.1% 0.57% $7.5M 2025-05-15 $75.24
2024 Q4 REDUCED 101,160 -29,590 -22.6% 0.55% $7.1M 2025-02-14 $72.41
2024 Q3 ADDED 130,750 +7,886 +6.4% 0.72% $9.5M 2024-10-31 $68.65
2024 Q2 ADDED 122,864 +8,811 +7.7% 0.65% $8.0M 2024-08-01 $64.18
2024 Q1 ADDED 114,053 +7,323 +6.9% 0.66% $7.6M 2024-04-19 $61.95
2023 Q4 ADDED 106,730 +5,296 +5.2% 0.62% $6.8M 2024-01-12 $60.55
2023 Q3 ADDED 101,434 +6,482 +6.8% 0.60% $5.9M 2023-10-25 $52.69
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Willis Johnson & Associates, Inc. and BBCA

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

How long has Willis Johnson & Associates, Inc. reported owning BBCA?

Willis Johnson & Associates, Inc. reported BBCA across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported BBCA position in Willis Johnson & Associates, Inc.'s portfolio?

The largest reported portfolio weight for BBCA was 0.85% in 2025 Q4.

What is the latest reported BBCA position on this page?

The most recent filing on this page is 2025 Q4, when Willis Johnson & Associates, Inc. reported 148,675 shares, equal to 0.85% of portfolio, with an estimated market value of $13.8M.

What does the chart on this BBCA ownership page compare?

The chart compares Willis Johnson & Associates, Inc.'s quarterly BBCA 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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