Ownership history in Continuum Advisory, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Continuum Advisory, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JCPB). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 661,446 | +57,907 | +9.6% | 3.14% | $31.3M | $46.97 |
| 2025 Q3 | ADDED | 603,539 | +46,660 | +8.4% | 3.03% | $28.7M | $46.41 |
| 2025 Q2 | ADDED | 556,879 | +63,733 | +12.9% | 3.15% | $26.2M | $45.37 |
| 2025 Q1 | ADDED | 493,146 | +33,229 | +7.2% | 2.99% | $23.2M | $44.78 |
| 2024 Q4 | REDUCED | 459,917 | -6,589 | -1.4% | 2.72% | $21.2M | $43.50 |
| 2024 Q3 | ADDED | 466,506 | +59,035 | +14.5% | 2.77% | $21.7M | $44.79 |
| 2024 Q2 | ADDED | 407,471 | +7,565 | +1.9% | 2.72% | $18.9M | $42.47 |
| 2024 Q1 | ADDED | 399,906 | +35,524 | +9.7% | 2.75% | $18.4M | $42.21 |
| 2023 Q4 | INITIATED | 364,382 | — | — | 2.44% | $17.2M | — |
As of 2025 Q4 — sorted by position size