JMUB β€” J P MORGAN EXCHANGE TRADED F

Ownership history in GENTRY PRIVATE WEALTH, LLC  Β·  4 quarters on record

AI Ownership Summary

GENTRY PRIVATE WEALTH, LLC reported J P MORGAN EXCHANGE TRADED F (JMUB) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 1.3% in 2024 Q4. The latest visible filing shows JMUB at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JMUB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GENTRY PRIVATE WEALTH, LLC's position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

JMUB was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.3% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GENTRY PRIVATE WEALTH, LLC held JMUB β€” position size vs. price
% of Fund (quarterly)    JMUB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5,444 -659 -10.8% 0.19% $275K 2025-11-12 $50.09
2025 Q2 REDUCED 6,103 -911 -13.0% 0.23% $303K 2025-07-23 $48.01
2025 Q1 ADDED 7,014 +798 +12.8% 0.29% $351K 2025-05-13 $48.06
2024 Q4 INITIATED 6,216 β€” β€” 1.30% $312K 2025-02-06 $48.57

FAQ About GENTRY PRIVATE WEALTH, LLC and JMUB

These are the practical questions this page is built to answer before you even open the full history table.

How long has GENTRY PRIVATE WEALTH, LLC reported owning JMUB?

GENTRY PRIVATE WEALTH, LLC reported JMUB across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported JMUB position in GENTRY PRIVATE WEALTH, LLC's portfolio?

The largest reported portfolio weight for JMUB was 1.30% in 2024 Q4.

What is the latest reported JMUB position on this page?

The most recent filing on this page is 2025 Q3, when GENTRY PRIVATE WEALTH, LLC reported 5,444 shares, equal to 0.19% of portfolio, with an estimated market value of $275K.

What does the chart on this JMUB ownership page compare?

The chart compares GENTRY PRIVATE WEALTH, LLC's quarterly JMUB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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