JMTG — J P MORGAN EXCHANGE TRADED F

Ownership history in BAILARD, INC.  ·  2 quarters on record

This page tracks every 13F SEC filing in which BAILARD, INC. reported a position in J P MORGAN EXCHANGE TRADED F (JMTG). 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
1.64% (2025 Q4)
Avg. % of fund
1.54%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,450,504 +150,367 +11.6% 1.64% $74.1M $50.70
2025 Q3 INITIATED 1,300,137 — — 1.44% $66.3M $49.94
% of Fund (quarterly)    JMTG price (monthly, adj. close)

Other funds also holding JMTG

As of 2025 Q4 — sorted by position size

Brueske Advisory Services, LLC 13.08% Bill Few Associates, Inc. 3Y 9.52% NorthRock Partners, LLC 3Y 7Y 7.82% O'Brien Wealth Partners LLC 3Y 7Y 6.52% Choice Wealth Advisors, LLC 3Y 6.37% SkyView Investment Advisors, LLC 3Y 6.37% Abacus Planning Group, Inc. 3Y 7Y 3.72% Acropolis Investment Management, LLC 3Y 7Y 3.13% BlueStem Wealth Partners, LLC 3.03% Ocean Park Asset Management, LLC 3Y 2.16%
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