Ownership history in BAILARD, INC. · 5 quarters on record
This page tracks every 13F SEC filing in which BAILARD, INC. 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 | 794,545 | +31,886 | +4.2% | 0.89% | $40.1M | $50.21 |
| 2025 Q3 | REDUCED | 762,659 | -579,225 | -43.2% | 0.84% | $38.5M | $49.57 |
| 2025 Q2 | ADDED | 1,341,884 | +246,167 | +22.5% | 1.55% | $66.6M | $48.32 |
| 2025 Q1 | ADDED | 1,095,717 | +359,784 | +48.9% | 1.41% | $54.8M | $48.24 |
As of 2025 Q4 — sorted by position size