Ownership history in COLLECTIVE FAMILY OFFICE LLC Β· 19 quarters on record
This page tracks every 13F SEC filing in which COLLECTIVE FAMILY OFFICE 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 β sourced directly from SEC EDGAR 13F filings.
π COLLECTIVE FAMILY OFFICE LLC underperformed the S&P 500 by β17.3% annually on this JMUB position. Timing score: 72% (13/18 decisions correct). Average cost basis: $47.48. Maximum drawdown during holding period: β10.6%.
β Significantly underperformed the S&P 500 by 17.3% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
13 of 18 add/trim decisions correct
Best entry: $43.04 (2022 Q3) Β· Worst: $50.21 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
14 adds Β· 5 trims. Bought during 5 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π COLLECTIVE FAMILY OFFICE LLC has been actively increasing its JMUB allocation β a bullish signal from insiders.
Currently 8.24% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.