Ownership history in KWB Wealth · 5 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth reported a position in J P MORGAN EXCHANGE TRADED F (JBND). 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 | 273,771 | +120,057 | +78.1% | 1.40% | $14.8M | $53.71 |
| 2025 Q3 | ADDED | 153,714 | +46,782 | +43.7% | 0.91% | $8.2M | $53.00 |
| 2025 Q2 | ADDED | 106,932 | +52,173 | +95.3% | 0.70% | $5.7M | $51.87 |
| 2025 Q1 | ADDED | 54,759 | +45,889 | +517.4% | 0.35% | $2.9M | $51.21 |
As of 2025 Q4 — sorted by position size