Ownership history in Larson Financial Group LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Larson Financial Group LLC reported a position in J P MORGAN EXCHANGE TRADED F (JMUB). 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 | 435,288 | +28,878 | +7.1% | 0.73% | $22.0M | $50.21 |
| 2025 Q3 | ADDED | 406,410 | +25,934 | +6.8% | 0.72% | $20.5M | $49.57 |
| 2025 Q2 | ADDED | 380,476 | +268,696 | +240.4% | 0.76% | $18.9M | $48.32 |
| 2025 Q1 | ADDED | 111,780 | +66,213 | +145.3% | 0.26% | $5.6M | $48.24 |
| 2024 Q4 | ADDED | 45,567 | +35,776 | +365.4% | 0.12% | $2.3M | $48.12 |
| 2024 Q3 | ADDED | 9,791 | +9,690 | +9594.1% | 0.03% | $502K | $48.64 |
| 2024 Q2 | INITIATED | 101 | — | — | 0.00% | $5K | — |
As of 2025 Q4 — sorted by position size