JPRE · Insider trading · 13F holders · Congress trades
J P Morgan Exchange Traded F (JPRE)
Who is buying and selling JPRE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 9
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
JPRE at a glance
- No open-market insider purchases or sales of JPRE were filed in the last 90 days.
- 9 13F filers hold JPRE among their 50 largest positions, worth $37.2M combined. The biggest bets by portfolio weight are Anderson Financial Strategies, LLC (4.4%), Beta Wealth Group, Inc. (2.4%) and 21 West Wealth Management LLC (1.3%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in JPRE.
JPRE insider trading
No open-market insider purchases or sales of JPRE were filed in the last 90 days.
Who owns JPRE? Hedge funds and superinvestors
9 13F filers hold JPRE among their 50 largest positions, worth $37.2M combined. The biggest bets by portfolio weight are Anderson Financial Strategies, LLC (4.4%), Beta Wealth Group, Inc. (2.4%) and 21 West Wealth Management LLC (1.3%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Eclectic Associates Inc /advInvestment manager | 1.2% | $11.0M | 222,651 | +11.9% shares | Q3 2026 |
| Anderson Financial Strategies, LLCInstitutional asset manager | 4.4% | $8.4M | 158,021 | -0.1% shares | Q2 2026 |
| Beta Wealth Group, Inc.Wealth manager | 2.4% | $6.3M | 120,874 | -0.1% shares | Q2 2026 |
| Oarsman Capital, Inc.Wealth manager | 0.6% | $5.6M | 107,800 | +16.7% shares | Q2 2026 |
| Medallion Wealth Advisors, LLCWealth manager | 0.8% | $2.6M | 8,147 | — | Q2 2026 |
| 21 West Wealth Management LLCWealth manager | 1.3% | $1.5M | 30,224 | -0.8% shares | Q3 2026 |
| Independence Asset Advisors, LLCInstitutional asset manager | 0.2% | $693K | 14,033 | -3.9% shares | Q3 2026 |
| Plus Group Wealth Advisors LLCWealth manager | 0.6% | $677K | 13,702 | +12.9% shares | Q3 2026 |
| Swisher Financial Concepts, Inc.Wealth manager | 0.2% | $335K | 6,429 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 4, Q2 2026: 5). Screen JPRE in the grand portfolio →
JPRE stock trades by members of Congress
No member of Congress has disclosed a trade in JPRE.
JPRE questions and answers
Are insiders buying JPRE stock?
No open-market insider purchases or sales of JPRE were filed in the last 90 days.
Which hedge funds own JPRE?
9 13F filers hold JPRE among their 50 largest positions, worth $37.2M combined. The biggest bets by portfolio weight are Anderson Financial Strategies, LLC (4.4%), Beta Wealth Group, Inc. (2.4%) and 21 West Wealth Management LLC (1.3%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded JPRE?
No member of Congress has disclosed a trade in JPRE.
Who is the largest holder of JPRE?
Among 13F filers, Eclectic Associates Inc /adv reports the largest JPRE position, $11.0M (222,651 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Anderson Financial Strategies, LLC's: 4.4% of its portfolio.
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