Ownership history in LVZ, Inc. · 5 quarters on record
This page tracks every 13F SEC filing in which LVZ, Inc. 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 | 937,097 | +10,620 | +1.1% | 5.66% | $50.7M | $53.71 |
| 2025 Q3 | ADDED | 926,477 | +6,411 | +0.7% | 5.70% | $50.2M | $53.00 |
| 2025 Q2 | ADDED | 920,066 | +7,225 | +0.8% | 5.91% | $49.3M | $51.87 |
| 2025 Q1 | ADDED | 912,841 | +65,895 | +7.8% | 6.41% | $48.9M | $51.21 |
As of 2025 Q4 — sorted by position size