JMEE — J P MORGAN EXCHANGE TRADED F

Ownership history in Bond & Devick Financial Network, Inc.  ·  13 quarters on record

This page tracks every 13F SEC filing in which Bond & Devick Financial Network, Inc. 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
3.23% (2025 Q4)
Avg. % of fund
1.35%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 178,387 +11,261 +6.7% 3.23% $11.5M $64.38
2025 Q3 ADDED 167,126 +12,878 +8.3% 3.19% $10.6M $62.73
2025 Q2 ADDED 154,248 +9,167 +6.3% 3.04% $9.1M $58.56
2025 Q1 ADDED 145,081 +82,198 +130.7% 2.95% $8.1M $55.37
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JMEE price (monthly, adj. close)

Other funds also holding JMEE

As of 2025 Q4 — sorted by position size

Meridian Financial Partners LLC 3Y 7Y 8.91% Macco Financial Group, Inc. 7.21% CGC Financial Services, LLC 5.9% Wagner Wealth Management, LLC 3Y 7Y 5.65% Choice Wealth Advisors, LLC 3Y 4.01% Syntegra Private Wealth Group, LLC 3Y 3.66% Total Wealth Planning, LLC 3Y 7Y 3.48% FLYNN ZITO CAPITAL MANAGEMENT, LLC 3Y 3.01% Advisory Resource Group 3Y 7Y 2.77% Schwallier Wealth Management LLC 2.55%
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