KFA Private Wealth Group, LLC JMUB — J P MORGAN EXCHANGE TRADED F

Ownership history in KFA Private Wealth Group, LLC  ·  5 quarters on record

AI Ownership Summary

KFA Private Wealth Group, LLC reported J P MORGAN EXCHANGE TRADED F (JMUB) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.11% in 2026 Q3. The latest visible filing shows JMUB at 0.11% 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 KFA Private Wealth Group, 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
2026 Q3

JMUB was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 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.

JMUB stock page KFA Private Wealth Group, LLC fund profile KFA Private Wealth Group, LLC full holdings
How KFA Private Wealth Group, LLC held JMUB — position size vs. price
% of Fund (quarterly)    JMUB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 9,507 +4,026 +73.5% 0.11% $452K 2026-10-07 $nan
2026 Q2 ADDED — — — 5,481 +2 +0.0% 0.07% $278K 2026-07-28 $49.47
2026 Q1 REDUCED 6.0% +2.3% ❌ 5,479 -348 -6.0% 0.07% $274K 2026-04-20 $49.61
2025 Q4 ADDED — — — 5,827 +242 +4.3% 0.07% $294K 2026-01-07 $49.36
2025 Q3 INITIATED — — — 5,585 — — 0.08% $282K 2025-10-03 $48.55

🏢 Other funds also holding JMUB

As of 2026 Q3 — sorted by position size

COLLECTIVE FAMILY OFFICE LLC 3Y 3.78% BAKER TILLY WEALTH MANAGEMENT, LLC 3Y 1.38% Rosenberg Matthew Hamilton 3Y 1.24% Crumly & Associates Inc. 3Y 0.97% Mallini Complete Financial Planning LLC 0.35% PFW Advisors LLC 3Y 0.21% First Financial Bank - Trust Division 3Y 7Y 0.2% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 0.15% Wealth Enhancement Trust Services, Inc. 0.1% Cooper Financial Group 3Y 7Y 0.03%

FAQ About KFA Private Wealth Group, 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 KFA Private Wealth Group, LLC reported owning JMUB?

KFA Private Wealth Group, LLC reported JMUB across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported JMUB position in KFA Private Wealth Group, LLC's portfolio?

The largest reported portfolio weight for JMUB was 0.11% in 2026 Q3.

What is the latest reported JMUB position on this page?

The most recent filing on this page is 2026 Q3, when KFA Private Wealth Group, LLC reported 9,507 shares, equal to 0.11% of portfolio, with an estimated market value of $452K.

What does the chart on this JMUB ownership page compare?

The chart compares KFA Private Wealth Group, 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.

How well did KFA Private Wealth Group, LLC time their JMUB position?

Based on 13F filing dates vs. subsequent JMUB price moves, KFA Private Wealth Group, LLC correctly timed 3 out of 4 reported position changes (75%).

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