SEC 13F Intelligence

Kmg Fiduciary Partners, LLC / JPIB

Kmg Fiduciary Partners, LLC’s J P Morgan Exchange Traded F Position

Does Kmg Fiduciary Partners, LLC own J P Morgan Exchange Traded F (JPIB)? Yes366.2K shares worth $18M (+1.65% of its 13F portfolio) as of Q2 2026, up from 356.2K shares the prior filed quarter.

Position Value
$18M
Q2 2026
Shares
366.2K
% of Portfolio
+1.65%
Quarters Held
17
currently held

Position History JPIB

Reported value by quarter
Q2 ’22: $346,000Q2 ’22Q3 ’22: $5MQ4 ’22: $5MQ1 ’23: $6MQ1 ’23Q2 ’23: $6MQ3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $10MQ2 ’24: $11MQ3 ’24: $14MQ3 ’24Q4 ’24: $14MQ1 ’25: $14MQ2 ’25: $15MQ2 ’25Q3 ’25: $16MQ4 ’25: $17MQ1 ’26: $17MQ1 ’26Q2 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026366.2K$18M+1.65%
Q1 2026356.2K$17M+1.26%
Q4 2025346.9K$17M+1.20%
Q3 2025317.9K$16M+1.05%
Q2 2025298.7K$15M+1.08%
Q1 2025293.0K$14M+1.17%
Q4 2024292.4K$14M+1.14%
Q3 2024279.1K$14M+1.17%
Q2 2024225.0K$11M+1.04%
Q1 2024217.9K$10M+1.07%
Q4 2023140.2K$7M+0.78%
Q3 2023135.4K$6M+0.81%
Q2 2023129.7K$6M+0.78%
Q1 2023118.8K$6M+0.81%
Q4 2022112.7K$5M+0.85%
Q3 2022106.7K$5M+0.91%
Q2 20227.7K$346,000+0.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kmg Fiduciary Partners, LLC’s full portfolio or all institutional holders of JPIB.