SEC 13F Intelligence

Altus Wealth Management, LLC / JPIE

Altus Wealth Management, LLC’s J P Morgan Exchange Traded F Position

Does Altus Wealth Management, LLC own J P Morgan Exchange Traded F (JPIE)? Yes — 54.6K shares worth $3M (+1.12% of its 13F portfolio) as of Q1 2026, up from 52.1K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
54.6K
% of Portfolio
+1.12%
Quarters Held
11
currently held

Position History JPIE

Reported value by quarter
Q3 ’23: $686,468Q3 ’23Q4 ’23: $733,682Q1 ’24: $1MQ1 ’24Q2 ’24: $1MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202654.6K$3M+1.12%
Q4 202552.1K$2M+1.04%
Q3 202541.0K$2M+0.84%
Q2 202540.2K$2M+0.89%
Q1 202539.8K$2M+0.86%
Q4 202438.0K$2M+0.77%
Q3 202435.6K$2M+0.77%
Q2 202429.4K$1M+0.64%
Q1 202429.7K$1M+0.71%
Q4 202316.1K$733,682+0.44%
Q3 202315.5K$686,468+0.48%

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