JMEE J P MORGAN EXCHANGE TRADED F

Ownership history in Advisory Resource Group  ·  6 quarters on record

This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in J P MORGAN EXCHANGE TRADED F (JMEE). 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.

Peak position
3.27% (2024 Q4)
Avg. % of fund
2.99%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 244,813 +1,399 +0.6% 2.77% $15.8M $64.38
2025 Q3 REDUCED 243,414 -43,269 -15.1% 2.77% $15.4M $62.73
2025 Q2 ADDED 286,683 +50,645 +21.5% 3.26% $17.0M $58.56
2025 Q1 REDUCED 236,038 -18,564 -7.3% 2.69% $13.2M $55.37
2024 Q4 ADDED 254,602 +9,285 +3.8% 3.27% $15.4M $59.81
2024 Q3 INITIATED 245,317 3.19% $15.0M $59.72
% of Fund (quarterly)    JMEE price (monthly, adj. close)
← Back to Advisory Resource Group Holdings