JMUB β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Keudell/Morrison Wealth Management  Β·  12 quarters on record

AI Ownership Summary

Keudell/Morrison Wealth Management reported J P MORGAN EXCHANGE TRADED F (JMUB) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.83% in 2025 Q4. The latest visible filing shows JMUB at 1.83% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JMUB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keudell/Morrison Wealth Management'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 Q4

JMUB was reported at 1.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.83% in 2025 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

JMUB stock page Keudell/Morrison Wealth Management fund profile Keudell/Morrison Wealth Management full holdings
How Keudell/Morrison Wealth Management held JMUB β€” position size vs. price
% of Fund (quarterly)    JMUB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 172,577 +65,629 +61.4% 1.83% $8.7M 2026-02-14 (Est.) $50.90
2025 Q2 ADDED 106,948 +6,918 +6.9% 1.18% $5.3M 2025-07-22 $48.05
2025 Q1 REDUCED 100,030 -851 -0.8% 1.18% $5.0M 2025-04-23 $47.50
2024 Q4 ADDED 100,881 +9,049 +9.9% 1.32% $5.1M 2025-01-23 $48.05
2024 Q3 ADDED 91,832 +1,694 +1.9% 1.28% $4.7M 2024-10-31 $48.06
2024 Q2 REDUCED 90,138 -1,031 -1.1% 1.33% $4.5M 2024-07-16 $47.83
2024 Q1 ADDED 91,169 +2,716 +3.1% 1.40% $4.6M 2024-05-07 $47.30
2023 Q4 REDUCED 88,453 -1,988 -2.2% 1.49% $4.5M 2024-02-14 $47.09
2023 Q3 REDUCED 90,441 -5,826 -6.1% 1.33% $4.4M 2023-10-18 $44.05
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding JMUB

As of 2025 Q4 β€” sorted by position size

Nolet Wealth Management, LLC 13.81% PW ADVISORS, LLC \ FL 10.95% G2 CAPITAL MANAGEMENT, LLC / OH 3Y 9.52% COLLECTIVE FAMILY OFFICE LLC 3Y 8.24% INVENIO WEALTH PARTNERS LLC 7.32% Meeder Advisory Services, Inc. 3Y 6.98% Stephens Consulting, LLC 3Y 6.09% Smith & Howard Wealth Management, LLC 3Y 7Y 4.8% LWM Advisory Services, LLC 3Y 4.7% ABLE Financial Group, LLC 4.7%

FAQ About Keudell/Morrison Wealth Management and JMUB

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

How long has Keudell/Morrison Wealth Management reported owning JMUB?

Keudell/Morrison Wealth Management reported JMUB across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported JMUB position in Keudell/Morrison Wealth Management's portfolio?

The largest reported portfolio weight for JMUB was 1.83% in 2025 Q4.

What is the latest reported JMUB position on this page?

The most recent filing on this page is 2025 Q4, when Keudell/Morrison Wealth Management reported 172,577 shares, equal to 1.83% of portfolio, with an estimated market value of $8.7M.

What does the chart on this JMUB ownership page compare?

The chart compares Keudell/Morrison Wealth Management'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.

← Back to Keudell/Morrison Wealth Management Holdings