BBEU β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Legacy CG, LLC  Β·  4 quarters on record

AI Ownership Summary

Legacy CG, LLC reported J P MORGAN EXCHANGE TRADED F (BBEU) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 8.64% in 2025 Q4. The latest visible filing shows BBEU at 8.64% 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 BBEU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy CG, 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

BBEU was reported at 8.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.64% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 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 Legacy CG, LLC held BBEU β€” position size vs. price
% of Fund (quarterly)    BBEU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 421,130 +12,283 +3.0% 8.64% $30.9M 2026-02-14 (Est.) $77.33
2025 Q3 ADDED 408,847 +20,943 +5.4% 8.01% $28.5M 2025-10-23 $70.22
2025 Q2 ADDED 387,904 +307,790 +384.2% 7.80% $26.2M 2025-07-22 $66.73
2025 Q1 INITIATED 80,114 β€” β€” 1.60% $5.0M 2025-04-24 $61.42

🏒 Other funds also holding BBEU

As of 2026 Q1 β€” sorted by position size

Hamrick Investment Counsel, llc 0.01%

FAQ About Legacy CG, LLC and BBEU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy CG, LLC reported owning BBEU?

Legacy CG, LLC reported BBEU across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported BBEU position in Legacy CG, LLC's portfolio?

The largest reported portfolio weight for BBEU was 8.64% in 2025 Q4.

What is the latest reported BBEU position on this page?

The most recent filing on this page is 2025 Q4, when Legacy CG, LLC reported 421,130 shares, equal to 8.64% of portfolio, with an estimated market value of $30.9M.

What does the chart on this BBEU ownership page compare?

The chart compares Legacy CG, LLC's quarterly BBEU 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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