JMUB — J P MORGAN EXCHANGE TRADED F

Ownership history in Carter Financial, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Carter Financial, LLC 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.

Peak position
0.66% (2025 Q4)
Avg. % of fund
0.66%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 14,915 — — 0.66% $753K $50.21
% of Fund (quarterly)    JMUB price (monthly, adj. close)

Other funds also holding JMUB

As of 2025 Q4 — sorted by position size

Nolet Wealth Management, LLC 13.81% PW ADVISORS, LLC \ FL 10.95% G2 CAPITAL MANAGEMENT, LLC / OH 3Y 9.52% COLLECTIVE FAMILY OFFICE LLC 3Y 8.24% INVENIO WEALTH PARTNERS LLC 7.32% Meeder Advisory Services, Inc. 3Y 6.98% Stephens Consulting, LLC 3Y 6.09% Smith & Howard Wealth Management, LLC 3Y 7Y 4.8% LWM Advisory Services, LLC 3Y 4.7% ABLE Financial Group, LLC 4.7%
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