WEALTHEDGE INVESTMENT ADVISORS, LLC JPEM — J P MORGAN EXCHANGE TRADED F

Ownership history in WEALTHEDGE INVESTMENT ADVISORS, LLC  ·  7 quarters on record

AI Ownership Summary

WEALTHEDGE INVESTMENT ADVISORS, LLC reported J P MORGAN EXCHANGE TRADED F (JPEM) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.63% in 2024 Q4. The latest visible filing shows JPEM at 0.19% 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 JPEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTHEDGE INVESTMENT ADVISORS, LLC'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

JPEM was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% 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
2024 Q4 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.

JPEM stock page WEALTHEDGE INVESTMENT ADVISORS, LLC fund profile WEALTHEDGE INVESTMENT ADVISORS, LLC full holdings
How WEALTHEDGE INVESTMENT ADVISORS, LLC held JPEM — position size vs. price
% of Fund (quarterly)    JPEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 8,883 -1,596 -15.2% 0.19% $558K 2026-07-21 $63.89
2026 Q1 REDUCED 6.8% +2.4% ❌ 10,479 -764 -6.8% 0.24% $651K 2026-05-08 $65.63
2025 Q4 REDUCED 5.4% +2.8% ❌ 11,243 -640 -5.4% 0.25% $683K 2026-02-17 $64.78
2025 Q3 ADDED — — — 11,883 +414 +3.6% 0.27% $701K 2025-11-12 $59.32
2025 Q2 REDUCED 43.2% +5.5% ❌ 11,469 -8,736 -43.2% 0.27% $647K 2025-08-13 $55.69
2025 Q1 REDUCED 25.0% +8.7% ❌ 20,205 -6,749 -25.0% 0.48% $1.1M 2025-05-13 $52.38
2024 Q4 INITIATED — — — 26,954 — — 0.63% $1.4M 2025-03-12 $49.28

🏢 Other funds also holding JPEM

As of 2026 Q2 — sorted by position size

Birchwood Financial Partners, Inc. 1.52% RHS Financial, LLC 3Y 7Y 1.05% TIEMANN INVESTMENT ADVISORS, LLC 3Y 7Y 0.84% KWB Wealth 3Y 0.84% BKM Wealth Management, LLC 0.48% Tactive Advisors, LLC 0.43% Cedar Point Capital Partners, LLC 0.32% Accel Wealth Management 3Y 0.32% Linscomb Wealth, Inc. 3Y 7Y 0.3% Avestar Capital, LLC 3Y 7Y 0.25%

FAQ About WEALTHEDGE INVESTMENT ADVISORS, LLC and JPEM

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

How long has WEALTHEDGE INVESTMENT ADVISORS, LLC reported owning JPEM?

WEALTHEDGE INVESTMENT ADVISORS, LLC reported JPEM across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported JPEM position in WEALTHEDGE INVESTMENT ADVISORS, LLC's portfolio?

The largest reported portfolio weight for JPEM was 0.63% in 2024 Q4.

What is the latest reported JPEM position on this page?

The most recent filing on this page is 2026 Q2, when WEALTHEDGE INVESTMENT ADVISORS, LLC reported 8,883 shares, equal to 0.19% of portfolio, with an estimated market value of $558K.

What does the chart on this JPEM ownership page compare?

The chart compares WEALTHEDGE INVESTMENT ADVISORS, LLC's quarterly JPEM 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 WEALTHEDGE INVESTMENT ADVISORS, LLC time their JPEM position?

Based on 13F filing dates vs. subsequent JPEM price moves, WEALTHEDGE INVESTMENT ADVISORS, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on JPEM relative to SPY over the holding period was -3.6%.

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