Focus Financial Network, Inc. JPUS J P MORGAN EXCHANGE TRADED F

Ownership history in Focus Financial Network, Inc.  ·  9 quarters on record

AI Ownership Summary

Focus Financial Network, Inc. reported J P MORGAN EXCHANGE TRADED F (JPUS) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows JPUS 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 JPUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Focus Financial Network, 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 Q2

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

High-water mark
Peak Conviction
0.01% 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 Q2

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 Focus Financial Network, Inc. held JPUS — position size vs. price
% of Fund (quarterly)    JPUS 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 Q2 ADDED 2,345 +9 +0.4% 0.01% $329K 2026-07-09 $140.11
2026 Q1 ADDED 2,336 +8 +0.3% 0.01% $304K 2026-04-14 $134.39
2025 Q4 REDUCED 2,328 -3 -0.1% 0.01% $289K 2026-01-12 $126.16
2025 Q3 ADDED 2,331 +10 +0.4% 0.01% $289K 2025-10-10 $118.74
2025 Q2 ADDED 2,321 +12 +0.5% 0.01% $274K 2025-07-10 $117.52
2025 Q1 ADDED 2,309 +8 +0.3% 0.01% $266K 2025-04-15 $106.76
2024 Q4 ADDED 2,301 +14 +0.6% 0.01% $263K 2025-01-29 $113.66
2024 Q3 REDUCED 6.5% -4.0% 2,287 -158 -6.5% 0.01% $274K 2024-10-28 $114.13
2024 Q1 INITIATED 2,445 0.01% $259K 2024-04-24 $102.89

🏢 Other funds also holding JPUS

As of 2026 Q2 — sorted by position size

BEACON INVESTMENT ADVISORY SERVICES, INC. 3Y 7Y 0.02% Apella Capital, LLC 3Y 0.0%

FAQ About Focus Financial Network, Inc. and JPUS

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

How long has Focus Financial Network, Inc. reported owning JPUS?

Focus Financial Network, Inc. reported JPUS across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported JPUS position in Focus Financial Network, Inc.'s portfolio?

The largest reported portfolio weight for JPUS was 0.01% in 2024 Q1.

What is the latest reported JPUS position on this page?

The most recent filing on this page is 2026 Q2, when Focus Financial Network, Inc. reported 2,345 shares, equal to 0.01% of portfolio, with an estimated market value of $329K.

What does the chart on this JPUS ownership page compare?

The chart compares Focus Financial Network, Inc.'s quarterly JPUS 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 Focus Financial Network, Inc. time their JPUS position?

Based on 13F filing dates vs. subsequent JPUS price moves, Focus Financial Network, Inc. correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on JPUS relative to SPY over the holding period was -5.1%.

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