BOYUM WEALTH ARCHITECTS LLC JMHI β€” J P MORGAN EXCHANGE TRADED F

Ownership history in BOYUM WEALTH ARCHITECTS LLC  Β·  4 quarters on record

AI Ownership Summary

BOYUM WEALTH ARCHITECTS LLC reported J P MORGAN EXCHANGE TRADED F (JMHI) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 1.28% in 2025 Q4. The latest visible filing shows JMHI at 1.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JMHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BOYUM WEALTH ARCHITECTS LLC's position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JMHI was reported at 1.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.28% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BOYUM WEALTH ARCHITECTS LLC held JMHI β€” position size vs. price
% of Fund (quarterly)    JMHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 56,688 +2,503 +4.6% 1.19% $2.8M 2026-05-04 $49.97
2025 Q4 ADDED β€” β€” β€” 54,185 +14,581 +36.8% 1.28% $2.7M 2026-01-26 $49.81
2025 Q3 ADDED β€” β€” β€” 39,604 +34,472 +671.7% 1.23% $2.0M 2025-10-02 $48.97
2025 Q2 INITIATED β€” β€” β€” 5,132 β€” β€” 0.19% $255K 2025-07-09 $47.78

FAQ About BOYUM WEALTH ARCHITECTS LLC and JMHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has BOYUM WEALTH ARCHITECTS LLC reported owning JMHI?

BOYUM WEALTH ARCHITECTS LLC reported JMHI across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported JMHI position in BOYUM WEALTH ARCHITECTS LLC's portfolio?

The largest reported portfolio weight for JMHI was 1.28% in 2025 Q4.

What is the latest reported JMHI position on this page?

The most recent filing on this page is 2026 Q1, when BOYUM WEALTH ARCHITECTS LLC reported 56,688 shares, equal to 1.19% of portfolio, with an estimated market value of $2.8M.

What does the chart on this JMHI ownership page compare?

The chart compares BOYUM WEALTH ARCHITECTS LLC's quarterly JMHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BOYUM WEALTH ARCHITECTS LLC time their JMHI position?

Based on 13F filing dates vs. subsequent JMHI price moves, BOYUM WEALTH ARCHITECTS LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on JMHI relative to SPY over the holding period was -12.3%.

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