Ownership history in KWB Wealth · 14 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth reported a position in J P MORGAN EXCHANGE TRADED F (JPEM). 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 | 159,191 | +1,716 | +1.1% | 0.92% | $9.7M | $60.73 |
| 2025 Q3 | ADDED | 157,475 | +4,637 | +3.0% | 0.98% | $8.9M | $58.00 |
| 2025 Q2 | ADDED | 152,838 | +2,278 | +1.5% | 0.98% | $8.1M | $54.82 |
| 2025 Q1 | ADDED | 150,560 | +4,856 | +3.3% | 0.94% | $7.8M | $50.43 |
| 2024 Q4 | ADDED | 145,704 | +5,451 | +3.9% | 1.02% | $8.3M | $49.42 |
| 2024 Q3 | ADDED | 140,253 | +6,265 | +4.7% | 0.99% | $7.6M | $52.91 |
| 2024 Q2 | REDUCED | 133,988 | -4,850 | -3.5% | 0.99% | $7.2M | $49.81 |
| 2024 Q1 | ADDED | 138,838 | +2,371 | +1.7% | 1.00% | $7.4M | $48.54 |
| 2023 Q4 | ADDED | 136,467 | +50,171 | +58.1% | 1.03% | $7.1M | $47.41 |
| 2023 Q3 | REDUCED | 86,296 | -2,348 | -2.6% | 0.70% | $4.4M | $45.01 |
As of 2025 Q4 — sorted by position size