Ownership history in 1900 WEALTH MANAGEMENT LLC · 9 quarters on record
This page tracks every 13F SEC filing in which 1900 WEALTH MANAGEMENT LLC reported a position in J P MORGAN EXCHANGE TRADED F (JMUB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,246,876 | +72,713 | +6.2% | 4.04% | $63.0M | $50.21 |
| 2025 Q3 | ADDED | 1,174,163 | +372,032 | +46.4% | 4.02% | $59.3M | $49.57 |
| 2025 Q2 | ADDED | 802,131 | +258,969 | +47.7% | 3.01% | $39.8M | $48.32 |
| 2025 Q1 | ADDED | 543,162 | +298,677 | +122.2% | 2.26% | $27.2M | $48.24 |
| 2024 Q4 | ADDED | 244,485 | +150,612 | +160.4% | 1.03% | $12.3M | $48.12 |
| 2024 Q3 | REDUCED | 93,873 | -51,172 | -35.3% | 0.43% | $4.8M | $48.64 |
| 2024 Q2 | ADDED | 145,045 | +51,172 | +54.5% | 0.68% | $7.3M | $47.37 |
| 2024 Q1 | ADDED | 93,873 | +34,669 | +58.6% | 0.43% | $4.8M | $47.29 |
| 2023 Q4 | INITIATED | 59,204 | — | — | 0.28% | $3.0M | — |
As of 2025 Q4 — sorted by position size