SEC 13F Intelligence

O'connor Financial Group LLC / JPST

O'connor Financial Group LLC’s J P Morgan Exchange Traded F Position

Does O'connor Financial Group LLC own J P Morgan Exchange Traded F (JPST)? Yes171.6K shares worth $9M (+3.55% of its 13F portfolio) as of Q1 2026, up from 142.0K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
171.6K
% of Portfolio
+3.55%
Quarters Held
13
currently held

Position History JPST

Reported value by quarter
Q1 ’23: $493,639Q1 ’23Q2 ’23: $936,715Q3 ’23: $1MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $5MQ1 ’25Q2 ’25: $6MQ3 ’25: $7MQ3 ’25Q4 ’25: $7MQ1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026171.6K$9M+3.55%
Q4 2025142.0K$7M+2.87%
Q3 2025135.2K$7M+2.88%
Q2 2025127.3K$6M+2.84%
Q1 202596.7K$5M+2.54%
Q4 202483.6K$4M+2.20%
Q3 202484.2K$4M+2.24%
Q2 202474.9K$4M+2.20%
Q1 202448.8K$2M+1.47%
Q4 202341.4K$2M+1.29%
Q3 202329.1K$1M+1.00%
Q2 202318.7K$936,715+0.65%
Q1 20239.8K$493,639+0.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'connor Financial Group LLC’s full portfolio or all institutional holders of JPST.