Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors JFLI — J P MORGAN EXCHANGE TRADED F

Ownership history in Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors  ·  2 quarters on record

AI Ownership Summary

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors reported J P MORGAN EXCHANGE TRADED F (JFLI) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.13% in 2026 Q1. The latest visible filing shows JFLI at 0.13% 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 JFLI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors'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

JFLI was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2026 Q1

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

Time in book
Holding Window
2025 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.

JFLI stock page Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors fund profile Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors full holdings
How Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors held JFLI — position size vs. price
% of Fund (quarterly)    JFLI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 20,918 +7,242 +53.0% 0.13% $1.0M 2026-05-05 $51.63
2025 Q4 INITIATED — — — 13,676 — — 0.08% $693K 2026-02-13 $50.05

🏢 Other funds also holding JFLI

As of 2026 Q2 — sorted by position size

5T Wealth, LLC 0.82% LGT Financial Advisors LLC 3Y 0.13% Revisor Wealth Management LLC 0.05% RDA Financial Network 3Y 7Y 0.05% Sequent Planning LLC 0.05% 3Chopt Investment Partners, LLC 3Y 0.02% Advisory Alpha, LLC 3Y 7Y 0.01% Farther Finance Advisors, LLC 3Y 0.01% ASSETMARK, INC 3Y 7Y 0.01% Integrated Wealth Concepts LLC 3Y 7Y 0.01%

FAQ About Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors and JFLI

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

How long has Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors reported owning JFLI?

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors reported JFLI across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported JFLI position in Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's portfolio?

The largest reported portfolio weight for JFLI was 0.13% in 2026 Q1.

What is the latest reported JFLI position on this page?

The most recent filing on this page is 2026 Q1, when Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors reported 20,918 shares, equal to 0.13% of portfolio, with an estimated market value of $1.0M.

What does the chart on this JFLI ownership page compare?

The chart compares Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's quarterly JFLI 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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