BBCA — J P MORGAN EXCHANGE TRADED F

Ownership history in Curi Capital, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Curi Capital, LLC reported a position in J P MORGAN EXCHANGE TRADED F (BBCA). 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
0.01% (2023 Q2)
Avg. % of fund
0.01%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 4,026 — 0% 0.01% $351K $86.65
2025 Q2 ADDED 4,026 +1,210 +43.0% 0.01% $325K $79.77
2024 Q3 REDUCED 2,816 -724 -20.5% 0.00% $204K $70.29
2024 Q2 UNCHANGED 3,540 — 0% 0.01% $230K $62.80
2024 Q1 UNCHANGED 3,540 — 0% 0.01% $237K $64.15
2023 Q4 UNCHANGED 3,540 — 0% 0.01% $227K $61.35
2023 Q3 UNCHANGED 3,540 — 0% 0.01% $206K $55.14
2023 Q2 INITIATED 3,540 — — 0.01% $217K $57.72
% of Fund (quarterly)    BBCA price (monthly, adj. close)

Other funds also holding BBCA

As of 2025 Q4 — sorted by position size

STRATEGIC INVESTMENT MANAGEMENT, LLC 3Y 7Y 16.81% Evansbrook LLC 1.72% Hudson Portfolio Management LLC 3Y 1.51% Elm Partners Management LLC 3Y 7Y 1.25% ATLAS CAPITAL ADVISORS INC. 3Y 7Y 1.17% Municipal Employees' Retirement System of Michigan 3Y 7Y 0.96% Rice Partnership, LLC 3Y 7Y 0.93% Willis Johnson & Associates, Inc. 3Y 0.85% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 0.81% RiverFront Investment Group, LLC 3Y 7Y 0.64%
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