JMEE β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Legacy Private Trust Co.  Β·  6 quarters on record

AI Ownership Summary

Legacy Private Trust Co. reported J P MORGAN EXCHANGE TRADED F (JMEE) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.38% in 2026 Q1. The latest visible filing shows JMEE at 0.38% 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 JMEE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Private Trust Co.'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
2026 Q1

JMEE was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Private Trust Co. held JMEE β€” position size vs. price
% of Fund (quarterly)    JMEE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 93,277 +1,692 +1.8% 0.38% $6.2M 2026-04-07 $67.89
2025 Q4 ADDED 91,585 +2,481 +2.8% 0.35% $5.9M 2026-01-08 $66.82
2025 Q3 REDUCED 89,104 -59 -0.1% 0.34% $5.7M 2025-10-08 $63.09
2025 Q2 ADDED 89,163 +71,979 +418.9% 0.34% $5.3M 2025-07-08 $59.87
2025 Q1 ADDED 17,184 +6,830 +66.0% 0.07% $962K 2025-04-04 $50.28
2024 Q4 INITIATED 10,354 β€” β€” 0.04% $626K 2025-01-08 $60.15

🏒 Other funds also holding JMEE

As of 2026 Q1 β€” sorted by position size

Farther Finance Advisors, LLC 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Legacy Private Trust Co. and JMEE

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

How long has Legacy Private Trust Co. reported owning JMEE?

Legacy Private Trust Co. reported JMEE across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JMEE position in Legacy Private Trust Co.'s portfolio?

The largest reported portfolio weight for JMEE was 0.38% in 2026 Q1.

What is the latest reported JMEE position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Private Trust Co. reported 93,277 shares, equal to 0.38% of portfolio, with an estimated market value of $6.2M.

What does the chart on this JMEE ownership page compare?

The chart compares Legacy Private Trust Co.'s quarterly JMEE 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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