JMUB β€” J P MORGAN EXCHANGE-TRADED F

Ownership history in Landmark Wealth Management, LLC  Β·  17 quarters on record

AI Ownership Summary

Landmark Wealth Management, LLC reported J P MORGAN EXCHANGE-TRADED F (JMUB) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.67% in 2024 Q2. The latest visible filing shows JMUB at 1.45% 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 Landmark Wealth Management, 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 Q4

JMUB was reported at 1.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.67% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 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.

How Landmark Wealth Management, LLC 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 REDUCED 75,039 -184 -0.2% 1.45% $3.8M 2026-02-14 (Est.) $50.90
2025 Q3 ADDED 75,223 +7,985 +11.9% 1.51% $3.8M 2025-10-23 $50.04
2025 Q2 REDUCED 67,238 -12,730 -15.9% 1.42% $3.3M 2025-07-25 $48.03
2025 Q1 ADDED 79,968 +5,392 +7.2% 1.76% $4.0M 2025-05-02 $47.95
2024 Q4 ADDED 74,576 +3,012 +4.2% 1.66% $3.7M 2025-01-22 $48.16
2024 Q3 ADDED 71,564 +3,416 +5.0% 1.60% $3.7M 2024-10-30 $48.06
2024 Q2 REDUCED 68,148 -960 -1.4% 2.67% $3.4M 2024-07-25 $47.77
2024 Q1 ADDED 69,108 +3,928 +6.0% 1.62% $3.5M 2024-04-24 $46.96
2023 Q4 REDUCED 65,180 -204 -0.3% 1.63% $3.3M 2024-01-22 $46.94
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Landmark Wealth Management, 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 Landmark Wealth Management, LLC reported owning JMUB?

Landmark Wealth Management, LLC reported JMUB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JMUB position in Landmark Wealth Management, LLC's portfolio?

The largest reported portfolio weight for JMUB was 2.67% in 2024 Q2.

What is the latest reported JMUB position on this page?

The most recent filing on this page is 2025 Q4, when Landmark Wealth Management, LLC reported 75,039 shares, equal to 1.45% of portfolio, with an estimated market value of $3.8M.

What does the chart on this JMUB ownership page compare?

The chart compares Landmark Wealth Management, 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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