Ownership history in FMA Wealth Management, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which FMA Wealth Management, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 72,827 | +1,227 | +1.7% | 2.38% | $3.7M | $50.21 |
| 2025 Q3 | ADDED | 71,600 | +2,948 | +4.3% | 2.48% | $3.6M | $49.57 |
| 2025 Q2 | ADDED | 68,652 | +3,351 | +5.1% | 2.52% | $3.4M | $48.32 |
| 2025 Q1 | ADDED | 65,301 | +323 | +0.5% | 2.55% | $3.3M | $48.24 |
| 2024 Q4 | ADDED | 64,978 | +841 | +1.3% | 2.43% | $3.3M | $48.12 |
| 2024 Q3 | ADDED | 64,137 | +6,213 | +10.7% | 2.39% | $3.3M | $48.64 |
| 2024 Q2 | ADDED | 57,924 | +17,100 | +41.9% | 2.36% | $2.9M | $47.37 |
| 2024 Q1 | ADDED | 40,824 | +8,015 | +24.4% | 1.72% | $2.1M | $47.29 |
| 2023 Q4 | INITIATED | 32,809 | — | — | 1.52% | $1.7M | — |
As of 2025 Q4 — sorted by position size